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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 | $163,384 | $97,550+67.5% | $120,344+35.8% | $87,485+86.8% |
| Participation rate | 44.6% | 72.8%-28.2pp | 76.7%-32.1pp | 68.9%-24.3pp |
| Annual return | 14.76% | 18.41%-3.7pp | 20.30%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,706 | $4,230+34.9% | $5,135+11.1% | $4,274+33.5% |
| Admin fee / account holder | $4,772 | $9,543-50.0% | $12,742-62.5% | $7,775-38.6% |