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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 | $160,186 | $99,875+60.4% | $146,866+9.1% | $86,983+84.2% |
| Participation rate | 56.5% | 75.8%-19.4pp | 82.5%-26.1pp | 69.5%-13.1pp |
| Annual return | 17.05% | 28.10%-11.0pp | 102.85%-85.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,467 | $6,322+49.7% | $7,759+22.0% | $4,194+125.7% |
| Admin fee / account holder | $5,169 | $7,838-34.1% | $13,620-62.1% | $7,856-34.2% |