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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 | $110,137+41.8% | $161,149-3.1% | $82,637+88.9% |
| Participation rate | 32.3% | 72.4%-40.1pp | 78.8%-46.6pp | 68.1%-35.8pp |
| Annual return | 13.92% | 20.69%-6.8pp | 21.16%-7.2pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,165 | $4,575-52.7% | $6,153-64.8% | $4,126-47.5% |
| Admin fee / account holder | $14,122 | $9,467+49.2% | $15,194-7.1% | $7,339+92.4% |