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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 | $95,453+56.4% | $112,040+33.2% | $82,448+81.1% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.5%-7.6pp | 68.1%+0.8pp |
| Annual return | 14.39% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,995 | $4,224+18.3% | $5,098-2.0% | $4,139+20.7% |
| Admin fee / account holder | $5,387 | $9,013-40.2% | $12,098-55.5% | $7,234-25.5% |