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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 | $163,116 | $90,400+80.4% | $186,193-12.4% | $87,485+86.5% |
| Participation rate | 55.2% | 66.2%-11.0pp | 77.1%-21.9pp | 68.9%-13.8pp |
| Annual return | 14.39% | 22.15%-7.8pp | 78.03%-63.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,490 | $4,330+26.8% | $6,513-15.7% | $4,274+28.5% |
| Admin fee / account holder | $1,897 | $8,673-78.1% | $11,058-82.8% | $7,775-75.6% |