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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 | $153,251 | $63,773+140.3% | $81,286+88.5% | $80,925+89.4% |
| Participation rate | 43.3% | 63.9%-20.6pp | 69.5%-26.2pp | 67.7%-24.3pp |
| Annual return | 18.66% | 16.37%+2.3pp | 24.80%-6.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,286 | $3,093-58.4% | $3,883-66.9% | $4,299-70.1% |
| Admin fee / account holder | $5,015 | $5,682-11.7% | $5,764-13.0% | $6,940-27.7% |