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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 | $181,853 | $78,423+131.9% | $95,964+89.5% | $79,856+127.7% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 16.46% | 19.37%-2.9pp | 91.64%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,906 | $3,440+71.7% | $4,167+41.7% | $3,741+57.9% |
| Admin fee / account holder | $5,551 | $5,622-1.3% | $6,797-18.3% | $5,306+4.6% |