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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 | $150,993 | $102,609+47.2% | $98,090+53.9% | $138,895+8.7% |
| Participation rate | 64.3% | 82.8%-18.5pp | 81.5%-17.3pp | 79.9%-15.6pp |
| Annual return | 13.01% | 36.44%-23.4pp | 37.05%-24.0pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,741 | $8,167-17.5% | $7,845-14.1% | $6,396+5.4% |
| Admin fee / account holder | $6,500 | $11,434-43.2% | $11,815-45.0% | $12,562-48.3% |