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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 | $148,098 | $63,773+132.2% | $81,286+82.2% | $80,925+83.0% |
| Participation rate | 34.8% | 63.9%-29.1pp | 69.5%-34.7pp | 67.7%-32.9pp |
| Annual return | 12.14% | 16.37%-4.2pp | 24.80%-12.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,351 | $3,093-56.3% | $3,883-65.2% | $4,299-68.6% |
| Admin fee / account holder | $905 | $5,682-84.1% | $5,764-84.3% | $6,940-87.0% |