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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 | $144,255 | $78,423+83.9% | $95,964+50.3% | $79,856+80.6% |
| Participation rate | 29.6% | 73.5%-43.9pp | 77.1%-47.5pp | 69.6%-40.0pp |
| Annual return | 12.97% | 19.37%-6.4pp | 91.64%-78.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,908 | $3,440-44.5% | $4,167-54.2% | $3,741-49.0% |
| Admin fee / account holder | $5,199 | $5,622-7.5% | $6,797-23.5% | $5,306-2.0% |