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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 | $168,434 | $71,197+136.6% | $93,669+79.8% | $80,925+108.1% |
| Participation rate | 40.7% | 60.4%-19.7pp | 68.7%-28.0pp | 67.7%-26.9pp |
| Annual return | 15.40% | 11.27%+4.1pp | 133.59%-118.2pp | 35.65%-20.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,866 | $4,036-4.2% | $4,416-12.5% | $4,299-10.1% |
| Admin fee / account holder | $51,969 | $6,959+646.8% | $8,291+526.8% | $6,940+648.8% |