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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 | $142,701 | $86,949+64.1% | $102,460+39.3% | $80,959+76.3% |
| Participation rate | 61.7% | 72.4%-10.7pp | 76.5%-14.8pp | 67.7%-6.0pp |
| Annual return | 18.68% | 18.89%-0.2pp | 29.47%-10.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,654 | $4,121+37.2% | $5,056+11.8% | $4,300+31.5% |
| Admin fee / account holder | $1,106 | $8,048-86.3% | $9,460-88.3% | $6,925-84.0% |