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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 | $148,371 | $58,512+153.6% | $84,020+76.6% | $72,983+103.3% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 17.42% | 28.93%-11.5pp | 71.31%-53.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,927 | $2,394-19.5% | $3,239-40.5% | $3,608-46.6% |
| Admin fee / account holder | $1,868 | $4,569-59.1% | $6,101-69.4% | $5,124-63.5% |