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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 | $143,796 | $52,580+173.5% | $71,671+100.6% | $70,126+105.1% |
| Participation rate | 41.9% | 60.9%-18.9pp | 68.7%-26.8pp | 69.5%-27.6pp |
| Annual return | 15.42% | 20.25%-4.8pp | 20.65%-5.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,176 | $2,386-8.8% | $3,438-36.7% | $3,332-34.7% |
| Admin fee / account holder | $1,452 | $3,653-60.2% | $5,558-73.9% | $4,645-68.7% |