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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 | $138,893 | $57,590+141.2% | $86,233+61.1% | $82,448+68.5% |
| Participation rate | 44.0% | 57.9%-13.9pp | 69.0%-25.0pp | 68.1%-24.1pp |
| Annual return | 15.38% | 22.41%-7.0pp | 61.39%-46.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,189 | $3,080-28.9% | $4,559-52.0% | $4,139-47.1% |
| Admin fee / account holder | $6,487 | $4,730+37.1% | $8,342-22.2% | $7,234-10.3% |