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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 | $171,980 | $138,312+24.3% | $122,979+39.8% | $155,188+10.8% |
| Participation rate | 69.6% | 80.2%-10.6pp | 77.2%-7.6pp | 80.8%-11.2pp |
| Annual return | 14.16% | 22.06%-7.9pp | 20.12%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,410 | $5,592-3.3% | $5,003+8.1% | $6,531-17.2% |
| Admin fee / account holder | $16,839 | $15,089+11.6% | $12,864+30.9% | $14,480+16.3% |