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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 | $157,363 | $76,834+104.8% | $108,359+45.2% | $87,485+79.9% |
| Participation rate | 58.3% | 61.7%-3.4pp | 70.1%-11.8pp | 68.9%-10.6pp |
| Annual return | 17.20% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,533 | $3,100+78.5% | $4,137+33.7% | $4,274+29.5% |
| Admin fee / account holder | $6,673 | $6,537+2.1% | $9,741-31.5% | $7,775-14.2% |