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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 | $115,931+57.1% | $185,441-1.8% | $86,983+109.4% |
| Participation rate | 63.6% | 73.6%-10.0pp | 80.3%-16.6pp | 69.5%-5.9pp |
| Annual return | 12.62% | 21.47%-8.8pp | 20.16%-7.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,889 | $4,551+29.4% | $6,152-4.3% | $4,194+40.4% |
| Admin fee / account holder | $18,660 | $10,687+74.6% | $17,890+4.3% | $7,856+137.5% |