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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 | $164,737 | $54,541+202.0% | $78,778+109.1% | $70,126+134.9% |
| Participation rate | 65.7% | 60.8%+4.9pp | 69.2%-3.5pp | 69.5%-3.9pp |
| Annual return | 16.73% | 21.07%-4.3pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,778 | $2,210+70.9% | $2,958+27.7% | $3,332+13.4% |
| Admin fee / account holder | $46,520 | $3,709+1154.4% | $5,134+806.1% | $4,645+901.4% |