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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 | $164,309 | $63,365+159.3% | $91,994+78.6% | $72,975+125.2% |
| Participation rate | 51.9% | 72.5%-20.7pp | 78.6%-26.8pp | 69.5%-17.6pp |
| Annual return | 20.78% | 35.35%-14.6pp | 69.04%-48.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,809 | $4,883+19.0% | $5,924-1.9% | $3,608+61.0% |
| Admin fee / account holder | $15,127 | $4,670+223.9% | $7,744+95.3% | $5,124+195.2% |