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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 | $161,903 | $50,947+217.8% | $74,549+117.2% | $64,173+152.3% |
| Participation rate | 38.7% | 61.1%-22.4pp | 69.1%-30.4pp | 69.6%-30.9pp |
| Annual return | 10.27% | -1.85%+12.1pp | 32.53%-22.3pp | 7.63%+2.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,834 | $2,302-20.3% | $3,108-41.0% | $3,470-47.1% |
| Admin fee / account holder | $13,214 | $4,221+213.1% | $5,059+161.2% | $4,887+170.4% |