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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 | $130,063 | $72,486+79.4% | $87,103+49.3% | $72,976+78.2% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.9%-16.1pp | 69.5%-8.7pp |
| Annual return | 20.57% | 24.46%-3.9pp | 28.19%-7.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,037 | $3,270+84.6% | $4,049+49.1% | $3,608+67.3% |
| Admin fee / account holder | $2,755 | $5,055-45.5% | $7,491-63.2% | $5,124-46.2% |