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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 | $145,396 | $87,166+66.8% | $76,735+89.5% | $137,256+5.9% |
| Participation rate | 11.1% | 74.4%-63.2pp | 69.5%-58.4pp | 80.0%-68.8pp |
| Annual return | 14.15% | 26.50%-12.3pp | 29.77%-15.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,307 | $4,726-72.4% | $4,088-68.0% | $6,407-79.6% |
| Admin fee / account holder | $3,402 | $8,403-59.5% | $7,189-52.7% | $12,270-72.3% |