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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 | $174,971 | $72,273+142.1% | $101,275+72.8% | $79,856+119.1% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 11.67% | 22.30%-10.6pp | 46.48%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,986 | $3,282+21.5% | $4,371-8.8% | $3,741+6.6% |
| Admin fee / account holder | $19,372 | $4,401+340.1% | $5,948+225.7% | $5,306+265.1% |