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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 | $124,851 | $86,949+43.6% | $102,460+21.9% | $80,959+54.2% |
| Participation rate | 48.6% | 72.4%-23.8pp | 76.5%-27.9pp | 67.7%-19.1pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,125 | $4,121+0.1% | $5,056-18.4% | $4,300-4.1% |
| Admin fee / account holder | $28,865 | $8,048+258.7% | $9,460+205.1% | $6,925+316.8% |