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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 | $156,082 | $97,648+59.8% | $121,663+28.3% | $87,485+78.4% |
| Participation rate | 68.6% | 70.5%-1.9pp | 74.5%-5.9pp | 68.9%-0.4pp |
| Annual return | 16.25% | 18.03%-1.8pp | 147.54%-131.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,707 | $3,923+45.5% | $4,887+16.8% | $4,274+33.5% |
| Admin fee / account holder | $21,563 | $11,100+94.3% | $14,289+50.9% | $7,775+177.3% |