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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 | $160,270 | $79,955+100.5% | $98,461+62.8% | $75,173+113.2% |
| Participation rate | 52.8% | 70.4%-17.6pp | 75.2%-22.4pp | 67.2%-14.4pp |
| Annual return | 17.56% | 19.75%-2.2pp | 21.17%-3.6pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,078 | $3,752+8.7% | $4,738-13.9% | $4,126-1.2% |
| Admin fee / account holder | $23,845 | $6,841+248.5% | $8,961+166.1% | $5,651+322.0% |