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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 | $168,217 | $100,194+67.9% | $122,979+36.8% | $86,983+93.4% |
| Participation rate | 54.0% | 73.0%-19.0pp | 77.2%-23.2pp | 69.5%-15.6pp |
| Annual return | 15.68% | 16.47%-0.8pp | 20.12%-4.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,354 | $4,133+53.7% | $5,003+27.0% | $4,194+51.5% |
| Admin fee / account holder | $676 | $10,148-93.3% | $12,864-94.7% | $7,856-91.4% |