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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 | $172,265 | $87,733+96.4% | $106,555+61.7% | $85,847+100.7% |
| Participation rate | 57.6% | 71.9%-14.4pp | 76.1%-18.6pp | 69.3%-11.7pp |
| Annual return | 14.96% | 21.86%-6.9pp | 26.80%-11.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,507 | $3,469+58.7% | $4,399+25.2% | $3,952+39.3% |
| Admin fee / account holder | $8,302 | $6,767+22.7% | $7,408+12.1% | $6,261+32.6% |