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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 | $144,866 | $78,707+84.1% | $117,861+22.9% | $70,126+106.6% |
| Participation rate | 53.5% | 73.2%-19.7pp | 79.7%-26.2pp | 69.5%-16.1pp |
| Annual return | 12.41% | 23.30%-10.9pp | 335.11%-322.7pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,435 | $3,297-26.2% | $4,482-45.7% | $3,332-26.9% |
| Admin fee / account holder | $5,339 | $5,066+5.4% | $8,021-33.4% | $4,645+14.9% |