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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 | $81,331+90.8% | $155,534-0.2% | $80,935+91.8% |
| Participation rate | 51.3% | 66.3%-15.0pp | 78.2%-26.9pp | 67.7%-16.4pp |
| Annual return | 12.87% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,471 | $3,454+116.3% | $5,630+32.7% | $4,299+73.8% |
| Admin fee / account holder | $22,972 | $7,999+187.2% | $15,900+44.5% | $6,924+231.8% |