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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 | $144,591 | $56,054+158.0% | $171,082-15.5% | $62,881+129.9% |
| Participation rate | 65.9% | 62.9%+3.0pp | 76.7%-10.8pp | 69.3%-3.4pp |
| Annual return | 6.07% | 22.52%-16.4pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,537 | $3,158+138.7% | $4,797+57.1% | $3,203+135.3% |
| Admin fee / account holder | $12,470 | $3,647+241.9% | $8,520+46.4% | $4,296+190.3% |