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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 | $180,673 | $85,171+112.1% | $172,752+4.6% | $72,975+147.6% |
| Participation rate | 52.0% | 70.1%-18.1pp | 82.6%-30.6pp | 69.5%-17.5pp |
| Annual return | 16.12% | 27.32%-11.2pp | 802.97%-786.9pp | 81.01%-64.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,278 | $3,260+0.5% | $5,198-36.9% | $3,608-9.1% |
| Admin fee / account holder | $3,949 | $5,880-32.8% | $13,955-71.7% | $5,124-22.9% |