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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 | $151,272 | $81,487+85.6% | $102,412+47.7% | $80,935+86.9% |
| Participation rate | 40.5% | 66.8%-26.3pp | 74.5%-34.0pp | 67.7%-27.1pp |
| Annual return | 10.68% | 25.60%-14.9pp | 24.94%-14.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,821 | $3,871-1.3% | $5,060-24.5% | $4,299-11.1% |
| Admin fee / account holder | $3,445 | $6,717-48.7% | $8,388-58.9% | $6,924-50.2% |