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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 | $215,059 | $86,919+147.4% | $102,457+109.9% | $80,911+165.8% |
| Participation rate | 54.8% | 72.4%-17.5pp | 76.5%-21.7pp | 67.6%-12.8pp |
| Annual return | 20.31% | 18.90%+1.4pp | 29.41%-9.1pp | 35.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,987 | $4,119-3.2% | $5,054-21.1% | $4,297-7.2% |
| Admin fee / account holder | $1,252 | $8,049-84.4% | $9,451-86.8% | $6,935-81.9% |