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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 | $151,197 | $65,364+131.3% | $92,909+62.7% | $72,975+107.2% |
| Participation rate | 46.2% | 68.3%-22.2pp | 76.0%-29.9pp | 69.5%-23.3pp |
| Annual return | 23.45% | 42.11%-18.7pp | 109.44%-86.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,553 | $3,128+13.6% | $4,238-16.2% | $3,608-1.5% |
| Admin fee / account holder | $2,727 | $4,251-35.8% | $5,795-52.9% | $5,124-46.8% |