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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 | $159,464 | $123,155+29.5% | $108,753+46.6% | $155,188+2.8% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 10.47% | 44.73%-34.3pp | 37.47%-27.0pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,554 | $4,623+63.4% | $4,115+83.6% | $6,531+15.7% |
| Admin fee / account holder | $8,048 | $12,126-33.6% | $10,320-22.0% | $14,480-44.4% |