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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 | $197,067 | $65,961+198.8% | $180,320+9.3% | $94,015+109.6% |
| Participation rate | 25.3% | 61.3%-35.9pp | 71.5%-46.2pp | 70.8%-45.5pp |
| Annual return | 16.73% | 14.27%+2.5pp | 778.54%-761.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,534 | $3,003-15.6% | $4,304-41.1% | $4,249-40.4% |
| Admin fee / account holder | $8,724 | $4,901+78.0% | $10,000-12.8% | $8,951-2.5% |