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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 | $152,163 | $86,940+75.0% | $102,434+48.5% | $80,935+88.0% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 10.74% | 18.89%-8.2pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,440 | $4,121+7.7% | $5,055-12.2% | $4,299+3.3% |
| Admin fee / account holder | $21,625 | $8,047+168.7% | $9,462+128.6% | $6,924+212.3% |