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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 | $157,929 | $95,904+64.7% | $173,730-9.1% | $64,340+145.5% |
| Participation rate | 35.8% | 60.6%-24.8pp | 79.6%-43.8pp | 55.2%-19.5pp |
| Annual return | 11.88% | 17.47%-5.6pp | 19.96%-8.1pp | 24.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,727 | $3,488-50.5% | $6,326-72.7% | $2,980-42.1% |
| Admin fee / account holder | $12,602 | $5,089+147.6% | $17,523-28.1% | $3,703+240.4% |