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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 | $180,423 | $77,896+131.6% | $134,172+34.5% | $82,448+118.8% |
| Participation rate | 45.2% | 62.8%-17.6pp | 72.5%-27.3pp | 68.1%-22.9pp |
| Annual return | 13.67% | 18.21%-4.5pp | 25.30%-11.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,821 | $3,162-10.8% | $4,690-39.9% | $4,139-31.9% |
| Admin fee / account holder | $5,605 | $6,336-11.5% | $12,016-53.4% | $7,234-22.5% |