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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 | $169,122 | $65,034+160.1% | $90,970+85.9% | $79,856+111.8% |
| Participation rate | 41.7% | 61.6%-19.9pp | 69.0%-27.3pp | 69.6%-28.0pp |
| Annual return | 13.42% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,047 | $2,512-18.5% | $3,373-39.3% | $3,741-45.3% |
| Admin fee / account holder | $3,501 | $4,536-22.8% | $5,961-41.3% | $5,306-34.0% |