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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 | $108,825+67.4% | $156,181+16.6% | $82,448+121.0% |
| Participation rate | 63.6% | 72.4%-8.7pp | 78.8%-15.2pp | 68.1%-4.4pp |
| Annual return | 12.62% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,889 | $4,577+28.7% | $6,132-4.0% | $4,139+42.3% |
| Admin fee / account holder | $18,660 | $9,341+99.8% | $14,586+27.9% | $7,234+157.9% |