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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 | $152,852 | $72,012+112.3% | $185,827-17.7% | $79,858+91.4% |
| Participation rate | 39.2% | 65.8%-26.5pp | 78.0%-38.8pp | 69.6%-30.4pp |
| Annual return | 13.19% | 23.12%-9.9pp | 35.96%-22.8pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,848 | $3,779+28.3% | $5,633-13.9% | $3,740+29.6% |
| Admin fee / account holder | $6,516 | $4,513+44.4% | $9,502-31.4% | $5,306+22.8% |