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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 | $147,250 | $67,411+118.4% | $91,004+61.8% | $70,126+110.0% |
| Participation rate | 57.9% | 71.4%-13.5pp | 75.6%-17.7pp | 69.5%-11.6pp |
| Annual return | 17.85% | -40.16%+58.0pp | 4.60%+13.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,794 | $2,823+34.4% | $3,548+7.0% | $3,332+13.9% |
| Admin fee / account holder | $512 | $4,236-87.9% | $5,417-90.5% | $4,645-89.0% |