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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 | $182,794 | $215,361-15.1% | $171,082+6.8% | $273,972-33.3% |
| Participation rate | 57.9% | 82.0%-24.1pp | 76.7%-18.8pp | 83.0%-25.1pp |
| Annual return | 7.34% | 25.14%-17.8pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,808 | $5,543+40.8% | $4,797+62.7% | $5,287+47.7% |
| Admin fee / account holder | $942 | $10,846-91.3% | $8,520-88.9% | $10,133-90.7% |