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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 | $159,115 | $106,524+49.4% | $152,301+4.5% | $87,485+81.9% |
| Participation rate | 42.5% | 75.8%-33.3pp | 82.4%-39.9pp | 68.9%-26.4pp |
| Annual return | 14.12% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,219 | $6,525-4.7% | $8,004-22.3% | $4,274+45.5% |
| Admin fee / account holder | $7,740 | $8,287-6.6% | $14,398-46.2% | $7,775-0.4% |