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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 | $178,150 | $57,057+212.2% | $85,009+109.6% | $80,874+120.3% |
| Participation rate | 9.0% | 56.4%-47.4pp | 67.5%-58.6pp | 67.6%-58.7pp |
| Annual return | 13.96% | 21.66%-7.7pp | 66.47%-52.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,157 | $3,112-62.8% | $4,522-74.4% | $4,297-73.1% |
| Admin fee / account holder | $583 | $4,986-88.3% | $6,153-90.5% | $6,935-91.6% |