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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 | $187,099 | $153,769+21.7% | $133,975+39.7% | $273,972-31.7% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.1%-30.8pp | 83.0%-26.8pp |
| Annual return | 8.87% | 36.51%-27.6pp | 29.29%-20.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,780 | $6,958-2.6% | $6,282+7.9% | $5,287+28.2% |
| Admin fee / account holder | $607 | $11,765-94.8% | $9,324-93.5% | $10,133-94.0% |