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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 | $128,411 | $93,589+37.2% | $135,942-5.5% | $75,181+70.8% |
| Participation rate | 52.9% | 75.2%-22.2pp | 81.9%-29.0pp | 67.2%-14.3pp |
| Annual return | 24.73% | 30.90%-6.2pp | 68.28%-43.6pp | 160.69%-136.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,226 | $6,405-34.0% | $7,759-45.5% | $4,126+2.4% |
| Admin fee / account holder | $1,561 | $6,977-77.6% | $10,764-85.5% | $5,650-72.4% |