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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 | $236,713 | $136,860+73.0% | $120,344+96.7% | $154,746+53.0% |
| Participation rate | 69.6% | 79.9%-10.3pp | 76.7%-7.1pp | 80.7%-11.1pp |
| Annual return | 12.97% | 21.38%-8.4pp | 20.30%-7.3pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,211 | $5,793+93.5% | $5,135+118.3% | $6,730+66.6% |
| Admin fee / account holder | $44,207 | $15,393+187.2% | $12,742+246.9% | $14,365+207.7% |