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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 | $59,440+172.8% | $78,004+107.9% | $82,637+96.2% |
| Participation rate | 54.5% | 62.8%-8.3pp | 69.4%-14.9pp | 68.1%-13.5pp |
| Annual return | 15.16% | 40.24%-25.1pp | 31.07%-15.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,910 | $3,138-7.3% | $4,092-28.9% | $4,126-29.5% |
| Admin fee / account holder | $4,549 | $5,504-17.4% | $7,578-40.0% | $7,339-38.0% |