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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 | $97,289+55.2% | $92,805+62.7% | $155,188-2.7% |
| Participation rate | 64.3% | 84.2%-19.9pp | 83.5%-19.2pp | 80.8%-16.5pp |
| Annual return | 13.01% | 29.03%-16.0pp | 31.59%-18.6pp | 148.84%-135.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,741 | $8,795-23.4% | $8,448-20.2% | $6,531+3.2% |
| Admin fee / account holder | $6,500 | $12,015-45.9% | $10,911-40.4% | $14,480-55.1% |