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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 | $163,384 | $104,098+57.0% | $140,514+16.3% | $94,015+73.8% |
| Participation rate | 44.6% | 73.7%-29.1pp | 77.8%-33.2pp | 70.8%-26.2pp |
| Annual return | 14.76% | 15.14%-0.4pp | 14.36%+0.4pp | 17.84%-3.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,706 | $4,033+41.5% | $4,919+16.0% | $4,249+34.3% |
| Admin fee / account holder | $4,772 | $10,439-54.3% | $13,697-65.2% | $8,951-46.7% |