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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 | $176,784 | $127,387+38.8% | $115,038+53.7% | $125,389+41.0% |
| Participation rate | 57.9% | 84.2%-26.3pp | 81.4%-23.5pp | 83.2%-25.3pp |
| Annual return | 2.80% | 31.28%-28.5pp | 26.14%-23.3pp | 282.24%-279.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,421 | $6,423-31.2% | $6,026-26.6% | $5,352-17.4% |
| Admin fee / account holder | $61,084 | $9,516+541.9% | $8,175+647.2% | $9,541+540.2% |