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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 | $159,592 | $126,661+26.0% | $113,397+40.7% | $138,895+14.9% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.5%-56.5pp | 79.9%-59.9pp |
| Annual return | 22.33% | 25.05%-2.7pp | 23.20%-0.9pp | 145.39%-123.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,700 | $5,693-17.4% | $5,076-7.4% | $6,396-26.5% |
| Admin fee / account holder | $629 | $14,549-95.7% | $11,957-94.7% | $12,562-95.0% |