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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 | $149,282 | $104,098+43.4% | $140,514+6.2% | $94,015+58.8% |
| Participation rate | 68.9% | 73.7%-4.8pp | 77.8%-8.9pp | 70.8%-1.9pp |
| Annual return | 14.39% | 15.14%-0.7pp | 14.36%0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,995 | $4,033+23.8% | $4,919+1.6% | $4,249+17.5% |
| Admin fee / account holder | $5,387 | $10,439-48.4% | $13,697-60.7% | $8,951-39.8% |