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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 | $140,608 | $86,701+62.2% | $73,309+91.8% | $125,389+12.1% |
| Participation rate | 36.8% | 78.6%-41.8pp | 74.9%-38.1pp | 83.2%-46.3pp |
| Annual return | 0.16% | 2.78%-2.6pp | 5.67%-5.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,170 | $5,549-42.9% | $4,991-36.5% | $5,352-40.8% |
| Admin fee / account holder | $10,133 | $7,768+30.4% | $5,635+79.8% | $9,541+6.2% |