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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 | $182,181 | $114,712+58.8% | $173,730+4.9% | $87,485+108.2% |
| Participation rate | 63.6% | 73.0%-9.4pp | 79.6%-15.9pp | 68.9%-5.3pp |
| Annual return | 12.62% | 20.18%-7.6pp | 19.96%-7.3pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,889 | $4,642+26.9% | $6,326-6.9% | $4,274+37.8% |
| Admin fee / account holder | $18,660 | $10,210+82.8% | $17,523+6.5% | $7,775+140.0% |