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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 | $116,277 | $91,167+27.5% | $178,498-34.9% | $79,858+45.6% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.9pp | 69.6%-7.6pp |
| Annual return | 16.20% | 24.19%-8.0pp | 151.09%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,419 | $3,236+98.4% | $5,202+23.4% | $3,740+71.6% |
| Admin fee / account holder | $13,660 | $6,747+102.5% | $13,985-2.3% | $5,306+157.5% |