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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 | $157,110 | $115,225+36.4% | $100,712+56.0% | $138,895+13.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 15.32% | 40.35%-25.0pp | 33.27%-17.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,386 | $4,699-6.7% | $4,085+7.4% | $6,396-31.4% |
| Admin fee / account holder | $3,714 | $10,844-65.8% | $9,256-59.9% | $12,562-70.4% |