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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 | $179,883 | $91,559+96.5% | $133,978+34.3% | $79,856+125.3% |
| Participation rate | 61.9% | 73.3%-11.4pp | 79.8%-17.9pp | 69.6%-7.7pp |
| Annual return | 14.13% | 61.85%-47.7pp | 45.10%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,402 | $3,734+71.5% | $5,047+26.8% | $3,741+71.1% |
| Admin fee / account holder | $28,490 | $6,321+350.7% | $8,930+219.0% | $5,306+436.9% |