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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 | $156,652 | $103,393+51.5% | $87,103+79.8% | $152,909+2.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 25.96% | 28.10%-2.1pp | 28.19%-2.2pp | 345.46%-319.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,746 | $4,778-42.5% | $4,049-32.2% | $5,851-53.1% |
| Admin fee / account holder | $4,042 | $12,195-66.9% | $7,491-46.1% | $11,601-65.2% |