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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 | $162,290 | $110,137+47.4% | $161,149+0.7% | $82,637+96.4% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 13.16% | 20.69%-7.5pp | 21.16%-8.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,247 | $4,575-7.2% | $6,153-31.0% | $4,126+2.9% |
| Admin fee / account holder | $17,862 | $9,467+88.7% | $15,194+17.6% | $7,339+143.4% |