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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,962 | $57,590+242.0% | $86,233+128.4% | $82,448+138.9% |
| Participation rate | 63.9% | 57.9%+6.0pp | 69.0%-5.1pp | 68.1%-4.2pp |
| Annual return | 15.94% | 22.41%-6.5pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,581 | $3,080+178.6% | $4,559+88.2% | $4,139+107.3% |
| Admin fee / account holder | $12,152 | $4,730+156.9% | $8,342+45.7% | $7,234+68.0% |