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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 | $181,665 | $69,977+159.6% | $108,582+67.3% | $62,881+188.9% |
| Participation rate | 67.4% | 72.9%-5.5pp | 79.6%-12.2pp | 69.3%-1.9pp |
| Annual return | 10.25% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4 | $2,135-99.8% | $3,758-99.9% | $2,281-99.8% |
| Participant deferral / active EE | $4,693 | $3,165+48.3% | $4,311+8.9% | $3,203+46.5% |
| Admin fee / account holder | $5,660 | $5,076+11.5% | $7,645-26.0% | $4,296+31.8% |