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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 | $179,214 | $87,132+105.7% | $105,624+69.7% | $80,959+121.4% |
| Participation rate | 46.9% | 70.4%-23.6pp | 75.3%-28.4pp | 67.7%-20.8pp |
| Annual return | 17.44% | 17.03%+0.4pp | 116.20%-98.8pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,702 | $3,985-7.1% | $5,013-26.1% | $4,300-13.9% |
| Admin fee / account holder | $4,587 | $8,449-45.7% | $10,961-58.2% | $6,925-33.8% |