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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 | $149,856 | $86,940+72.4% | $102,434+46.3% | $80,935+85.2% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.1pp |
| Annual return | 11.44% | 18.89%-7.5pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,344 | $4,121-18.8% | $5,055-33.8% | $4,299-22.2% |
| Admin fee / account holder | $16,757 | $8,047+108.2% | $9,462+77.1% | $6,924+142.0% |