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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 | $152,071 | $114,712+32.6% | $173,730-12.5% | $87,485+73.8% |
| Participation rate | 40.7% | 73.0%-32.3pp | 79.6%-38.8pp | 68.9%-28.2pp |
| Annual return | 13.22% | 20.18%-7.0pp | 19.96%-6.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,027 | $4,642+29.8% | $6,326-4.7% | $4,274+41.0% |
| Admin fee / account holder | $11,701 | $10,210+14.6% | $17,523-33.2% | $7,775+50.5% |