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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 | $164,860 | $58,493+181.8% | $84,023+96.2% | $72,976+125.9% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 21.37% | 28.93%-7.6pp | 71.32%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,576 | $2,394-34.2% | $3,239-51.4% | $3,608-56.3% |
| Admin fee / account holder | $35,913 | $4,569+686.1% | $6,102+488.5% | $5,124+600.9% |