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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 | $144,105 | $72,269+99.4% | $101,271+42.3% | $79,852+80.5% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 26.63% | 22.29%+4.3pp | 46.48%-19.9pp | 31.72%-5.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,002 | $3,282-39.0% | $4,371-54.2% | $3,740-46.5% |
| Admin fee / account holder | $1,844 | $4,401-58.1% | $5,948-69.0% | $5,306-65.2% |