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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 | $57,073+217.6% | $85,126+112.9% | $80,925+124.0% |
| Participation rate | 55.0% | 56.4%-1.4pp | 67.5%-12.5pp | 67.7%-12.7pp |
| Annual return | 21.88% | 21.69%+0.2pp | 66.63%-44.8pp | 35.65%-13.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,064 | $3,113+159.0% | $4,523+78.3% | $4,299+87.6% |
| Admin fee / account holder | $13,613 | $4,988+172.9% | $6,160+121.0% | $6,940+96.2% |