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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 | $147,628 | $81,457+81.2% | $103,378+42.8% | $80,911+82.5% |
| Participation rate | 40.9% | 66.8%-25.9pp | 74.5%-33.6pp | 67.6%-26.7pp |
| Annual return | 12.07% | 25.58%-13.5pp | 24.91%-12.8pp | 35.63%-23.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,194 | $3,871-17.5% | $5,058-36.9% | $4,297-25.7% |
| Admin fee / account holder | $523 | $6,717-92.2% | $8,401-93.8% | $6,935-92.5% |