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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 | $152,071 | $108,825+39.7% | $156,181-2.6% | $82,448+84.4% |
| Participation rate | 40.7% | 72.4%-31.6pp | 78.8%-38.1pp | 68.1%-27.3pp |
| Annual return | 13.22% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,027 | $4,577+31.7% | $6,132-1.7% | $4,139+45.6% |
| Admin fee / account holder | $11,701 | $9,341+25.3% | $14,586-19.8% | $7,234+61.7% |