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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 | $151,536 | $97,289+55.8% | $92,805+63.3% | $155,188-2.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 11.15% | 29.03%-17.9pp | 31.59%-20.4pp | 148.84%-137.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,737 | $8,795-57.5% | $8,448-55.8% | $6,531-42.8% |
| Admin fee / account holder | $3,793 | $12,015-68.4% | $10,911-65.2% | $14,480-73.8% |