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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 | $177,067 | $63,365+179.4% | $91,994+92.5% | $72,975+142.6% |
| Participation rate | 55.2% | 72.5%-17.3pp | 78.6%-23.5pp | 69.5%-14.3pp |
| Annual return | 19.63% | 35.35%-15.7pp | 69.04%-49.4pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,133 | $4,883+5.1% | $5,924-13.4% | $3,608+42.3% |
| Admin fee / account holder | $814 | $4,670-82.6% | $7,744-89.5% | $5,124-84.1% |