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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 | $157,552 | $78,707+100.2% | $117,861+33.7% | $70,126+124.7% |
| Participation rate | 68.5% | 73.2%-4.7pp | 79.7%-11.1pp | 69.5%-1.0pp |
| Annual return | 17.94% | 23.30%-5.4pp | 335.11%-317.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,624 | $3,297+70.6% | $4,482+25.5% | $3,332+68.8% |
| Admin fee / account holder | $4,887 | $5,066-3.5% | $8,021-39.1% | $4,645+5.2% |