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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 | $207,327 | $115,903+78.9% | $100,528+106.2% | $158,966+30.4% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 12.73% | 34.80%-22.1pp | 30.90%-18.2pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,351 | $6,677-4.9% | $6,271+1.3% | $5,983+6.1% |
| Admin fee / account holder | $7,618 | $11,000-30.7% | $8,084-5.8% | $11,250-32.3% |