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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 | $129,076 | $106,749+20.9% | $145,433-11.2% | $82,448+56.6% |
| Participation rate | 54.5% | 75.6%-21.1pp | 82.1%-27.6pp | 68.1%-13.5pp |
| Annual return | 14.98% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,635 | $6,519-44.2% | $7,897-54.0% | $4,139-12.2% |
| Admin fee / account holder | $10,327 | $8,390+23.1% | $13,129-21.3% | $7,234+42.7% |