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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 | $151,134 | $63,845+136.7% | $81,370+85.7% | $80,959+86.7% |
| Participation rate | 51.7% | 63.9%-12.2pp | 69.5%-17.8pp | 67.7%-15.9pp |
| Annual return | 13.67% | 16.37%-2.7pp | 24.85%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,585 | $3,093+48.3% | $3,885+18.0% | $4,300+6.6% |
| Admin fee / account holder | $985 | $5,688-82.7% | $5,749-82.9% | $6,925-85.8% |