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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 | $177,251 | $101,798+74.1% | $165,071+7.4% | $80,935+119.0% |
| Participation rate | 55.1% | 71.8%-16.7pp | 78.6%-23.5pp | 67.7%-12.6pp |
| Annual return | 14.43% | 16.73%-2.3pp | 70.17%-55.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,633 | $4,476+25.8% | $6,035-6.7% | $4,299+31.0% |
| Admin fee / account holder | $1,143 | $8,221-86.1% | $12,695-91.0% | $6,924-83.5% |