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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 | $157,518 | $96,562+63.1% | $80,976+94.5% | $273,968-42.5% |
| Participation rate | 36.8% | 79.1%-42.2pp | 75.8%-39.0pp | 83.0%-46.2pp |
| Annual return | 7.53% | 15.14%-7.6pp | 17.10%-9.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,322 | $6,597-49.7% | $5,696-41.7% | $5,287-37.2% |
| Admin fee / account holder | $1,563 | $7,493-79.1% | $5,516-71.7% | $10,132-84.6% |