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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 | $173,203 | $91,019+90.3% | $392,568-55.9% | $72,975+137.3% |
| Participation rate | 58.8% | 74.4%-15.5pp | 78.1%-19.2pp | 69.5%-10.7pp |
| Annual return | 18.23% | 20.00%-1.8pp | 24.42%-6.2pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,608 | $4,570+88.4% | $5,985+43.8% | $3,608+138.6% |
| Admin fee / account holder | $1,498 | $4,895-69.4% | $6,260-76.1% | $5,124-70.8% |