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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 | $150,973 | $84,953+77.7% | $163,379-7.6% | $82,637+82.7% |
| Participation rate | 50.0% | 65.9%-15.9pp | 76.8%-26.8pp | 68.1%-18.1pp |
| Annual return | 13.79% | 23.07%-9.3pp | 63.41%-49.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,681 | $4,326+31.3% | $6,282-9.6% | $4,126+37.7% |
| Admin fee / account holder | $4,732 | $7,921-40.3% | $9,818-51.8% | $7,339-35.5% |