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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 | $177,395 | $97,550+81.8% | $120,344+47.4% | $87,485+102.8% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.7%-17.4pp | 68.9%-9.6pp |
| Annual return | 19.15% | 18.41%+0.7pp | 20.30%-1.2pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,698 | $4,230+58.4% | $5,135+30.5% | $4,274+56.7% |
| Admin fee / account holder | $5,273 | $9,543-44.7% | $12,742-58.6% | $7,775-32.2% |