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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 | $165,661 | $182,442-9.2% | $163,379+1.4% | $138,895+19.3% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.8%-7.6pp | 79.9%-10.7pp |
| Annual return | 16.64% | 72.74%-56.1pp | 63.41%-46.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,234 | $6,817+64.8% | $6,282+78.8% | $6,396+75.6% |
| Admin fee / account holder | $10,849 | $10,396+4.4% | $9,818+10.5% | $12,562-13.6% |