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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 | $153,533 | $99,345+54.5% | $84,753+81.2% | $273,972-44.0% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 2.65% | 22.93%-20.3pp | 22.78%-20.1pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,878 | $4,270-56.0% | $3,712-49.4% | $5,287-64.5% |
| Admin fee / account holder | $3,125 | $6,645-53.0% | $5,333-41.4% | $10,133-69.2% |