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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 | $60,442+141.5% | $96,754+50.9% | $87,485+66.8% |
| Participation rate | 44.2% | 58.7%-14.5pp | 70.3%-26.1pp | 68.9%-24.7pp |
| Annual return | 14.27% | 21.97%-7.7pp | 82.04%-67.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,296 | $3,280+31.0% | $4,758-9.7% | $4,274+0.5% |
| Admin fee / account holder | $26,992 | $5,069+432.5% | $8,905+203.1% | $7,775+247.2% |