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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 | $185,129 | $65,034+184.7% | $90,970+103.5% | $79,856+131.8% |
| Participation rate | 53.1% | 61.6%-8.6pp | 69.0%-16.0pp | 69.6%-16.6pp |
| Annual return | 15.24% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,239 | $2,512+28.9% | $3,373-4.0% | $3,741-13.4% |
| Admin fee / account holder | $36,178 | $4,536+697.6% | $5,961+506.9% | $5,306+581.8% |