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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 | $178,919 | $86,940+105.8% | $102,434+74.7% | $80,935+121.1% |
| Participation rate | 47.4% | 72.4%-25.0pp | 76.5%-29.1pp | 67.7%-20.3pp |
| Annual return | 14.98% | 18.89%-3.9pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,081 | $4,121-1.0% | $5,055-19.3% | $4,299-5.1% |
| Admin fee / account holder | $12,552 | $8,047+56.0% | $9,462+32.7% | $6,924+81.3% |