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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 | $149,764 | $53,774+178.5% | $134,162+11.6% | $79,856+87.5% |
| Participation rate | 35.5% | 58.8%-23.3pp | 72.2%-36.7pp | 69.6%-34.2pp |
| Annual return | 20.85% | 19.01%+1.8pp | 36.35%-15.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2 | $1,322-99.9% | $3,705-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $4,308 | $2,420+78.0% | $3,500+23.1% | $3,741+15.2% |
| Admin fee / account holder | $3,827 | $3,985-4.0% | $6,685-42.8% | $5,306-27.9% |