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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 | $171,566 | $76,551+124.1% | $123,894+38.5% | $62,881+172.8% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 11.61% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,950 | $4,840+43.6% | $5,984+16.1% | $3,203+117.0% |
| Admin fee / account holder | $1,059 | $4,826-78.1% | $8,357-87.3% | $4,296-75.3% |