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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 | $147,100 | $91,559+60.7% | $133,978+9.8% | $79,856+84.2% |
| Participation rate | 64.2% | 73.3%-9.2pp | 79.8%-15.7pp | 69.6%-5.5pp |
| Annual return | 15.23% | 61.85%-46.6pp | 45.10%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,443 | $3,734+19.0% | $5,047-12.0% | $3,741+18.8% |
| Admin fee / account holder | $2,620 | $6,321-58.6% | $8,930-70.7% | $5,306-50.6% |