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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 | $58,848+148.0% | $88,179+65.5% | $82,637+76.6% |
| Participation rate | 44.2% | 57.9%-13.7pp | 69.1%-25.0pp | 68.1%-23.9pp |
| Annual return | 14.27% | 22.76%-8.5pp | 64.97%-50.7pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,296 | $3,124+37.5% | $4,614-6.9% | $4,126+4.1% |
| Admin fee / account holder | $26,992 | $4,795+462.9% | $7,673+251.8% | $7,339+267.8% |