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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 | $115,931+34.7% | $185,441-15.8% | $86,983+79.5% |
| Participation rate | 32.3% | 73.6%-41.4pp | 80.3%-48.0pp | 69.5%-37.3pp |
| Annual return | 13.92% | 21.47%-7.5pp | 20.16%-6.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,165 | $4,551-52.4% | $6,152-64.8% | $4,194-48.4% |
| Admin fee / account holder | $14,122 | $10,687+32.1% | $17,890-21.1% | $7,856+79.8% |