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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 | $173,239 | $73,787+134.8% | $98,716+75.5% | $82,448+110.1% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 15.28% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,395 | $3,081-22.3% | $4,048-40.8% | $4,139-42.1% |
| Admin fee / account holder | $12,243 | $6,500+88.3% | $8,703+40.7% | $7,234+69.2% |