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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 | $187,043 | $87,834+113.0% | $133,975+39.6% | $62,881+197.5% |
| Participation rate | 68.8% | 83.4%-14.6pp | 87.1%-18.3pp | 69.3%-0.6pp |
| Annual return | 9.04% | 12.05%-3.0pp | 29.29%-20.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,967 | $4,812+86.4% | $6,282+42.8% | $3,203+180.0% |
| Admin fee / account holder | $13,821 | $5,372+157.3% | $9,324+48.2% | $4,296+221.7% |