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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 | $155,514 | $93,598+66.2% | $135,974+14.4% | $75,173+106.9% |
| Participation rate | 46.9% | 75.2%-28.3pp | 81.9%-35.0pp | 67.2%-20.3pp |
| Annual return | 17.05% | 30.89%-13.8pp | 68.30%-51.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,481 | $6,405+1.2% | $7,760-16.5% | $4,126+57.1% |
| Admin fee / account holder | $8,156 | $6,978+16.9% | $10,767-24.2% | $5,651+44.3% |