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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 | $166,117 | $254,759-34.8% | $216,567-23.3% | $198,609-16.4% |
| Participation rate | 61.5% | 84.5%-23.0pp | 81.6%-20.1pp | 82.4%-20.8pp |
| Annual return | 8.08% | 10.04%-2.0pp | 12.94%-4.9pp | 202.70%-194.6pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,670 | $6,948-32.8% | $6,191-24.6% | $6,977-33.1% |
| Admin fee / account holder | $27,764 | $26,311+5.5% | $21,981+26.3% | $19,030+45.9% |