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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 | $151,324 | $135,956+11.3% | $123,894+22.1% | $273,972-44.8% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 6.90% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,436 | $6,343-45.8% | $5,984-42.6% | $5,287-35.0% |
| Admin fee / account holder | $1,465 | $9,817-85.1% | $8,357-82.5% | $10,133-85.5% |