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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 | $153,548 | $72,027+113.2% | $185,861-17.4% | $79,856+92.3% |
| Participation rate | 44.0% | 65.8%-21.8pp | 78.0%-34.0pp | 69.6%-25.6pp |
| Annual return | 15.16% | 23.13%-8.0pp | 35.96%-20.8pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,602 | $3,780-31.2% | $5,634-53.8% | $3,741-30.4% |
| Admin fee / account holder | $21,881 | $4,513+384.8% | $9,503+130.2% | $5,306+312.4% |