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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 | $155,028 | $96,731+60.3% | $123,973+25.0% | $86,983+78.2% |
| Participation rate | 64.5% | 70.0%-5.5pp | 76.7%-12.1pp | 69.5%-5.0pp |
| Annual return | 11.96% | 17.33%-5.4pp | 388.13%-376.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,064 | $4,152+70.1% | $5,247+34.6% | $4,194+68.4% |
| Admin fee / account holder | $25,014 | $8,722+186.8% | $11,799+112.0% | $7,856+218.4% |