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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 | $178,839 | $71,230+151.1% | $93,727+90.8% | $80,959+120.9% |
| Participation rate | 53.1% | 60.4%-7.3pp | 68.7%-15.6pp | 67.7%-14.5pp |
| Annual return | 16.42% | 11.26%+5.2pp | 133.83%-117.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,693 | $4,037-8.5% | $4,417-16.4% | $4,300-14.1% |
| Admin fee / account holder | $8,146 | $6,961+17.0% | $8,292-1.8% | $6,925+17.6% |