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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 | $168,004 | $78,520+114.0% | $96,576+74.0% | $82,448+103.8% |
| Participation rate | 67.9% | 77.7%-9.8pp | 81.4%-13.5pp | 68.1%-0.1pp |
| Annual return | 15.41% | 41.30%-25.9pp | 38.47%-23.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,019 | $6,754+48.3% | $7,956+25.9% | $4,139+142.0% |
| Admin fee / account holder | $10,282 | $13,455-23.6% | $11,381-9.7% | $7,234+42.1% |