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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 | $169,655 | $138,393+22.6% | $184,256-7.9% | $80,959+109.6% |
| Participation rate | 54.8% | 83.9%-29.1pp | 86.8%-32.1pp | 67.7%-12.9pp |
| Annual return | 14.76% | 20.01%-5.2pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,063 | $7,076-14.3% | $9,133-33.6% | $4,300+41.0% |
| Admin fee / account holder | $8,841 | $10,489-15.7% | $13,899-36.4% | $6,925+27.7% |