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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 | $188,209 | $89,370+110.6% | $141,197+33.3% | $72,976+157.9% |
| Participation rate | 36.4% | 75.1%-38.8pp | 82.5%-46.1pp | 69.5%-33.1pp |
| Annual return | 19.64% | 111.88%-92.2pp | 71.41%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,933 | $5,419-45.9% | $6,710-56.3% | $3,608-18.7% |
| Admin fee / account holder | $4,693 | $5,957-21.2% | $10,265-54.3% | $5,124-8.4% |