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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 | $171,935 | $86,940+97.8% | $102,434+67.9% | $80,935+112.4% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 19.27% | 18.89%+0.4pp | 29.46%-10.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,920 | $4,121+92.2% | $5,055+56.7% | $4,299+84.2% |
| Admin fee / account holder | $15,353 | $8,047+90.8% | $9,462+62.3% | $6,924+121.7% |