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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 | $136,421 | $76,834+77.6% | $108,359+25.9% | $87,485+55.9% |
| Participation rate | 51.2% | 61.7%-10.6pp | 70.1%-19.0pp | 68.9%-17.8pp |
| Annual return | 14.63% | 19.09%-4.5pp | 36.89%-22.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,333 | $3,100+7.5% | $4,137-19.4% | $4,274-22.0% |
| Admin fee / account holder | $2,305 | $6,537-64.7% | $9,741-76.3% | $7,775-70.4% |