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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 | $131,485 | $81,358+61.6% | $155,556-15.5% | $80,959+62.4% |
| Participation rate | 61.8% | 66.3%-4.4pp | 78.2%-16.4pp | 67.7%-5.8pp |
| Annual return | 11.20% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,690 | $3,455+64.7% | $5,631+1.1% | $4,300+32.3% |
| Admin fee / account holder | $17,525 | $7,994+119.2% | $15,885+10.3% | $6,925+153.1% |