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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 | $179,976 | $87,166+106.5% | $76,735+134.5% | $137,256+31.1% |
| Participation rate | 56.3% | 74.4%-18.1pp | 69.5%-13.2pp | 80.0%-23.7pp |
| Annual return | 12.58% | 26.50%-13.9pp | 29.77%-17.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $28 | $2,904-99.0% | $2,454-98.9% | $4,156-99.3% |
| Participant deferral / active EE | $3,452 | $4,726-27.0% | $4,088-15.6% | $6,407-46.1% |
| Admin fee / account holder | $6,742 | $8,403-19.8% | $7,189-6.2% | $12,270-45.1% |