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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 | $181,241 | $57,140+217.2% | $85,240+112.6% | $80,959+123.9% |
| Participation rate | 55.0% | 56.4%-1.4pp | 67.5%-12.5pp | 67.7%-12.7pp |
| Annual return | 21.88% | 21.71%+0.2pp | 66.75%-44.9pp | 35.67%-13.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,064 | $3,115+158.9% | $4,527+78.1% | $4,300+87.5% |
| Admin fee / account holder | $13,613 | $4,992+172.7% | $6,165+120.8% | $6,925+96.6% |