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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 | $154,848 | $70,486+119.7% | $100,535+54.0% | $79,856+93.9% |
| Participation rate | 34.6% | 73.6%-39.0pp | 79.4%-44.8pp | 69.6%-35.0pp |
| Annual return | 14.28% | 21.90%-7.6pp | 30.90%-16.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,787 | $5,182-26.9% | $6,271-39.6% | $3,741+1.2% |
| Admin fee / account holder | $7,536 | $4,480+68.2% | $8,085-6.8% | $5,306+42.0% |