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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 | $157,096 | $86,294+82.0% | $111,303+41.1% | $85,856+83.0% |
| Participation rate | 34.9% | 73.3%-38.4pp | 77.3%-42.4pp | 69.3%-34.4pp |
| Annual return | 17.69% | 19.99%-2.3pp | 54.66%-37.0pp | 318.58%-300.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,642 | $3,641-27.4% | $4,487-41.1% | $3,952-33.2% |
| Admin fee / account holder | $4,910 | $8,189-40.0% | $7,966-38.4% | $6,261-21.6% |