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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 | $175,182 | $72,607+141.3% | $90,259+94.1% | $87,485+100.2% |
| Participation rate | 39.0% | 64.8%-25.8pp | 70.7%-31.7pp | 68.9%-29.9pp |
| Annual return | 15.90% | 18.59%-2.7pp | 18.88%-3.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,406 | $3,055-54.0% | $3,827-63.3% | $4,274-67.1% |
| Admin fee / account holder | $1,085 | $5,947-81.8% | $7,267-85.1% | $7,775-86.0% |