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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 | $163,998 | $72,027+127.7% | $185,861-11.8% | $79,856+105.4% |
| Participation rate | 59.2% | 65.8%-6.6pp | 78.0%-18.9pp | 69.6%-10.5pp |
| Annual return | 14.06% | 23.13%-9.1pp | 35.96%-21.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,404 | $3,780+16.5% | $5,634-21.8% | $3,741+17.7% |
| Admin fee / account holder | $6,608 | $4,513+46.4% | $9,503-30.5% | $5,306+24.5% |