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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 | $165,094 | $86,949+89.9% | $102,460+61.1% | $80,959+103.9% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.7%-0.2pp |
| Annual return | 21.76% | 18.89%+2.9pp | 29.47%-7.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,071 | $4,121+168.6% | $5,056+119.0% | $4,300+157.4% |
| Admin fee / account holder | $8,627 | $8,048+7.2% | $9,460-8.8% | $6,925+24.6% |