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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 | $175,878 | $75,058+134.3% | $152,301+15.5% | $64,340+173.4% |
| Participation rate | 32.3% | 60.9%-28.6pp | 82.4%-50.1pp | 55.2%-22.9pp |
| Annual return | 15.91% | 29.93%-14.0pp | 80.50%-64.6pp | 24.14%-8.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,581 | $5,041-29.0% | $8,004-55.3% | $2,980+20.2% |
| Admin fee / account holder | $11,414 | $4,050+181.8% | $14,398-20.7% | $3,703+208.3% |