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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 | $145,963 | $57,590+153.4% | $86,233+69.3% | $82,448+77.0% |
| Participation rate | 44.2% | 57.9%-13.7pp | 69.0%-24.8pp | 68.1%-23.9pp |
| Annual return | 14.27% | 22.41%-8.1pp | 61.39%-47.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,296 | $3,080+39.5% | $4,559-5.8% | $4,139+3.8% |
| Admin fee / account holder | $26,992 | $4,730+470.6% | $8,342+223.6% | $7,234+273.1% |