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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 | $218,099 | $215,361+1.3% | $171,082+27.5% | $273,972-20.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 10.41% | 25.14%-14.7pp | 32.56%-22.2pp | 41.46%-31.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,569 | $5,543+36.5% | $4,797+57.8% | $5,287+43.2% |
| Admin fee / account holder | $2,909 | $10,846-73.2% | $8,520-65.9% | $10,133-71.3% |