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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 | $230,871 | $135,956+69.8% | $123,894+86.3% | $273,972-15.7% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 4.79% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,644 | $6,343+4.7% | $5,984+11.0% | $5,287+25.7% |
| Admin fee / account holder | $3,566 | $9,817-63.7% | $8,357-57.3% | $10,133-64.8% |