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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 | $178,182 | $100,970+76.5% | $96,576+84.5% | $137,256+29.8% |
| Participation rate | 68.4% | 82.6%-14.2pp | 81.4%-13.0pp | 80.0%-11.5pp |
| Annual return | 15.52% | 38.16%-22.6pp | 38.47%-23.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,372 | $8,286-23.1% | $7,956-19.9% | $6,407-0.5% |
| Admin fee / account holder | $964 | $11,312-91.5% | $11,381-91.5% | $12,270-92.1% |