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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 | $143,555 | $90,486+58.6% | $78,676+82.5% | $273,972-47.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.74% | 75.62%-68.9pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,617 | $3,901-7.3% | $3,517+2.8% | $5,287-31.6% |
| Admin fee / account holder | $13,171 | $5,263+150.2% | $4,510+192.0% | $10,133+30.0% |