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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 | $155,531 | $108,825+42.9% | $156,181-0.4% | $82,448+88.6% |
| Participation rate | 33.3% | 72.4%-39.0pp | 78.8%-45.5pp | 68.1%-34.7pp |
| Annual return | 15.46% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,350 | $4,577-26.8% | $6,132-45.4% | $4,139-19.1% |
| Admin fee / account holder | $11,167 | $9,341+19.5% | $14,586-23.4% | $7,234+54.4% |