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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 | $138,508 | $76,551+80.9% | $123,894+11.8% | $62,881+120.3% |
| Participation rate | 48.0% | 73.0%-25.0pp | 81.4%-33.4pp | 69.3%-21.3pp |
| Annual return | 11.20% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,643 | $4,840-45.4% | $5,984-55.8% | $3,203-17.5% |
| Admin fee / account holder | $7,816 | $4,826+62.0% | $8,357-6.5% | $4,296+82.0% |