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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 | $155,460 | $54,541+185.0% | $78,778+97.3% | $70,126+121.7% |
| Participation rate | 39.3% | 60.8%-21.5pp | 69.2%-29.8pp | 69.5%-30.2pp |
| Annual return | 15.34% | 21.07%-5.7pp | 35.62%-20.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,272 | $2,210+2.8% | $2,958-23.2% | $3,332-31.8% |
| Admin fee / account holder | $6,716 | $3,709+81.1% | $5,134+30.8% | $4,645+44.6% |