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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 | $149,928 | $54,541+174.9% | $78,778+90.3% | $70,126+113.8% |
| Participation rate | 62.3% | 60.8%+1.5pp | 69.2%-6.9pp | 69.5%-7.3pp |
| Annual return | 18.39% | 21.07%-2.7pp | 35.62%-17.2pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,336 | $2,210+51.0% | $2,958+12.8% | $3,332+0.1% |
| Admin fee / account holder | $2,184 | $3,709-41.1% | $5,134-57.5% | $4,645-53.0% |