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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 | $169,848 | $56,894+198.5% | $84,753+100.4% | $62,881+170.1% |
| Participation rate | 34.4% | 68.5%-34.2pp | 76.6%-42.2pp | 69.3%-34.9pp |
| Annual return | 13.69% | 6.30%+7.4pp | 22.78%-9.1pp | 20.14%-6.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,110 | $2,709-59.0% | $3,712-70.1% | $3,203-65.3% |
| Admin fee / account holder | $4,264 | $3,581+19.1% | $5,333-20.1% | $4,296-0.7% |