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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 | $162,171 | $58,627+176.6% | $76,735+111.3% | $82,448+96.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 69.5%-15.0pp | 68.1%-13.5pp |
| Annual return | 15.16% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,910 | $3,134-7.1% | $4,088-28.8% | $4,139-29.7% |
| Admin fee / account holder | $4,549 | $5,323-14.5% | $7,189-36.7% | $7,234-37.1% |