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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 | $156,137 | $108,825+43.5% | $156,1810% | $82,448+89.4% |
| Participation rate | 32.3% | 72.4%-40.1pp | 78.8%-46.6pp | 68.1%-35.8pp |
| Annual return | 13.92% | 20.59%-6.7pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,165 | $4,577-52.7% | $6,132-64.7% | $4,139-47.7% |
| Admin fee / account holder | $14,122 | $9,341+51.2% | $14,586-3.2% | $7,234+95.2% |