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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 | $155,757 | $89,370+74.3% | $141,197+10.3% | $72,976+113.4% |
| Participation rate | 51.4% | 75.1%-23.7pp | 82.5%-31.0pp | 69.5%-18.1pp |
| Annual return | 21.54% | 111.88%-90.3pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,599 | $5,419-33.6% | $6,710-46.4% | $3,608-0.3% |
| Admin fee / account holder | $963 | $5,957-83.8% | $10,265-90.6% | $5,124-81.2% |