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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 | $64,462+134.5% | $81,482+85.5% | $80,911+86.8% |
| Participation rate | 51.7% | 63.9%-12.2pp | 69.5%-17.8pp | 67.6%-15.9pp |
| Annual return | 13.67% | 16.35%-2.7pp | 24.79%-11.1pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,585 | $3,094+48.2% | $3,885+18.0% | $4,297+6.7% |
| Admin fee / account holder | $985 | $5,678-82.6% | $5,761-82.9% | $6,935-85.8% |