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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 | $146,985 | $93,598+57.0% | $135,974+8.1% | $75,173+95.5% |
| Participation rate | 42.5% | 75.2%-32.7pp | 81.9%-39.4pp | 67.2%-24.7pp |
| Annual return | 15.55% | 30.89%-15.3pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,117 | $6,405-35.7% | $7,760-46.9% | $4,126-0.2% |
| Admin fee / account holder | $1,453 | $6,978-79.2% | $10,767-86.5% | $5,651-74.3% |