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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 | $155,221 | $81,276+91.0% | $155,574-0.2% | $80,925+91.8% |
| Participation rate | 51.3% | 66.2%-15.0pp | 78.2%-26.9pp | 67.7%-16.4pp |
| Annual return | 12.87% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,471 | $3,453+116.4% | $5,629+32.7% | $4,299+73.8% |
| Admin fee / account holder | $22,972 | $7,993+187.4% | $15,914+44.4% | $6,940+231.0% |