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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 | $191,219 | $72,607+163.4% | $90,259+111.9% | $87,485+118.6% |
| Participation rate | 57.4% | 64.8%-7.4pp | 70.7%-13.3pp | 68.9%-11.5pp |
| Annual return | 14.17% | 18.59%-4.4pp | 18.88%-4.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,037 | $3,055+64.9% | $3,827+31.6% | $4,274+17.9% |
| Admin fee / account holder | $5,933 | $5,947-0.2% | $7,267-18.4% | $7,775-23.7% |