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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 | $172,036 | $123,793+39.0% | $177,848-3.3% | $79,856+115.4% |
| Participation rate | 57.1% | 84.7%-27.5pp | 87.7%-30.6pp | 69.6%-12.5pp |
| Annual return | 16.95% | 22.82%-5.9pp | 48.33%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,252 | $5,956-45.4% | $7,714-57.8% | $3,741-13.1% |
| Admin fee / account holder | $3,582 | $7,243-50.5% | $12,431-71.2% | $5,306-32.5% |