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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 | $177,030 | $100,194+76.7% | $122,979+44.0% | $86,983+103.5% |
| Participation rate | 43.8% | 73.0%-29.1pp | 77.2%-33.4pp | 69.5%-25.7pp |
| Annual return | 15.22% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,883 | $4,133+18.2% | $5,003-2.4% | $4,194+16.4% |
| Admin fee / account holder | $2,943 | $10,148-71.0% | $12,864-77.1% | $7,856-62.5% |