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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 | $160,014 | $106,749+49.9% | $145,433+10.0% | $82,448+94.1% |
| Participation rate | 56.9% | 75.6%-18.8pp | 82.1%-25.2pp | 68.1%-11.2pp |
| Annual return | 14.50% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,907 | $6,519-24.7% | $7,897-37.9% | $4,139+18.5% |
| Admin fee / account holder | $2,971 | $8,390-64.6% | $13,129-77.4% | $7,234-58.9% |