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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 | $142,042 | $57,590+146.6% | $86,233+64.7% | $82,448+72.3% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.0%-9.0pp | 68.1%-8.1pp |
| Annual return | 17.08% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,918 | $3,080-37.7% | $4,559-57.9% | $4,139-53.7% |
| Admin fee / account holder | $2,443 | $4,730-48.4% | $8,342-70.7% | $7,234-66.2% |