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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 | $163,462 | $76,551+113.5% | $123,894+31.9% | $62,881+160.0% |
| Participation rate | 59.1% | 73.0%-13.9pp | 81.4%-22.3pp | 69.3%-10.2pp |
| Annual return | 7.93% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,258 | $4,840+29.3% | $5,984+4.6% | $3,203+95.4% |
| Admin fee / account holder | $11,403 | $4,826+136.3% | $8,357+36.4% | $4,296+165.5% |