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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 | $147,317 | $99,875+47.5% | $146,866+0.3% | $86,983+69.4% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.5%-13.8pp | 69.5%-0.8pp |
| Annual return | 15.14% | 28.10%-13.0pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,686 | $6,322-10.1% | $7,759-26.7% | $4,194+35.6% |
| Admin fee / account holder | $10,080 | $7,838+28.6% | $13,620-26.0% | $7,856+28.3% |