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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 | $153,701 | $184,014-16.5% | $161,149-4.6% | $138,895+10.7% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.8%-10.4pp | 79.9%-11.5pp |
| Annual return | 22.68% | 21.52%+1.2pp | 21.16%+1.5pp | 145.39%-122.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,854 | $6,909+42.6% | $6,153+60.1% | $6,396+54.1% |
| Admin fee / account holder | $45,189 | $18,027+150.7% | $15,194+197.4% | $12,562+259.7% |