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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 | $180,150 | $71,057+153.5% | $93,654+92.4% | $80,874+122.8% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 12.15% | 11.26%+0.9pp | 133.34%-121.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,953 | $4,034+22.8% | $4,413+12.2% | $4,297+15.3% |
| Admin fee / account holder | $18,798 | $6,944+170.7% | $8,282+127.0% | $6,935+171.1% |