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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 | $106,864+93.3% | $147,318+40.2% | $82,637+149.9% |
| Participation rate | 67.9% | 75.5%-7.6pp | 82.1%-14.2pp | 68.1%-0.2pp |
| Annual return | 17.62% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,608 | $6,496-29.1% | $7,906-41.7% | $4,126+11.7% |
| Admin fee / account holder | $12,681 | $8,415+50.7% | $13,708-7.5% | $7,339+72.8% |