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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 | $186,736 | $109,359+70.8% | $162,177+15.1% | $72,975+155.9% |
| Participation rate | 43.1% | 84.3%-41.2pp | 87.6%-44.4pp | 69.5%-26.4pp |
| Annual return | 26.61% | 25.46%+1.2pp | 115.60%-89.0pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,147 | $5,481-6.1% | $7,297-29.5% | $3,608+42.7% |
| Admin fee / account holder | $669 | $7,972-91.6% | $10,843-93.8% | $5,124-87.0% |