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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 | $151,707 | $184,014-17.6% | $161,149-5.9% | $138,895+9.2% |
| Participation rate | 38.9% | 82.1%-43.2pp | 78.8%-39.9pp | 79.9%-41.0pp |
| Annual return | 10.74% | 21.52%-10.8pp | 21.16%-10.4pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,400 | $6,909-65.3% | $6,153-61.0% | $6,396-62.5% |
| Admin fee / account holder | $36,675 | $18,027+103.4% | $15,194+141.4% | $12,562+191.9% |