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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 | $153,636 | $51,466+198.5% | $78,778+95.0% | $62,293+146.6% |
| Participation rate | 46.6% | 59.8%-13.2pp | 69.2%-22.6pp | 69.5%-22.9pp |
| Annual return | 16.72% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,548 | $2,147+18.7% | $2,958-13.9% | $3,169-19.6% |
| Admin fee / account holder | $4,714 | $489+863.4% | $5,134-8.2% | $479+883.4% |