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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 | $147,634 | $81,446+81.3% | $103,374+42.8% | $80,874+82.5% |
| Participation rate | 65.6% | 66.9%-1.3pp | 74.5%-8.9pp | 67.6%-2.1pp |
| Annual return | 11.66% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,033 | $3,870+55.9% | $5,058+19.3% | $4,297+40.4% |
| Admin fee / account holder | $5,702 | $6,715-15.1% | $8,394-32.1% | $6,935-17.8% |