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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 | $86,330+102.9% | $121,871+43.7% | $94,015+86.3% |
| Participation rate | 39.0% | 66.7%-27.6pp | 73.2%-34.2pp | 70.8%-31.8pp |
| Annual return | 15.90% | 14.95%+1.0pp | 13.57%+2.3pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,406 | $3,146-55.3% | $4,318-67.5% | $4,249-66.9% |
| Admin fee / account holder | $1,085 | $7,346-85.2% | $11,551-90.6% | $8,951-87.9% |