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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 | $153,765 | $98,652+55.9% | $142,942+7.6% | $82,448+86.5% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.8%-23.3pp | 68.1%-14.6pp |
| Annual return | 18.52% | 22.65%-4.1pp | 113.70%-95.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,207 | $5,580-42.5% | $7,128-55.0% | $4,139-22.5% |
| Admin fee / account holder | $4,356 | $8,078-46.1% | $12,475-65.1% | $7,234-39.8% |