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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 | $77,358+117.2% | $102,184+64.4% | $87,485+92.0% |
| Participation rate | 67.9% | 78.7%-10.8pp | 82.6%-14.7pp | 68.9%-1.0pp |
| Annual return | 15.41% | 41.11%-25.7pp | 31.58%-16.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,019 | $6,753+48.4% | $8,309+20.6% | $4,274+134.4% |
| Admin fee / account holder | $10,282 | $6,809+51.0% | $11,609-11.4% | $7,775+32.2% |