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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 | $177,757 | $156,616+13.5% | $133,346+33.3% | $198,609-10.5% |
| Participation rate | 69.2% | 77.7%-8.5pp | 72.8%-3.6pp | 82.4%-13.1pp |
| Annual return | 7.09% | 44.25%-37.2pp | 36.85%-29.8pp | 202.70%-195.6pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,835 | $4,920-62.7% | $4,332-57.6% | $6,977-73.7% |
| Admin fee / account holder | $3,239 | $17,468-81.5% | $14,264-77.3% | $19,030-83.0% |