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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 | $206,517 | $107,421+92.2% | $182,262+13.3% | $94,015+119.7% |
| Participation rate | 67.9% | 77.8%-9.9pp | 84.2%-16.4pp | 70.8%-3.0pp |
| Annual return | 17.62% | 21.32%-3.7pp | 140.60%-123.0pp | 17.84%-0.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,608 | $6,558-29.7% | $8,276-44.3% | $4,249+8.4% |
| Admin fee / account holder | $12,681 | $8,692+45.9% | $16,712-24.1% | $8,951+41.7% |