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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 | $150,380 | $77,638+93.7% | $156,551-3.9% | $62,881+139.2% |
| Participation rate | 52.1% | 71.2%-19.1pp | 84.0%-31.9pp | 69.3%-17.2pp |
| Annual return | 6.46% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,188 | $3,046+103.2% | $4,871+27.0% | $3,203+93.2% |
| Admin fee / account holder | $10,523 | $5,561+89.2% | $13,028-19.2% | $4,296+145.0% |