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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 | $141,798 | $89,370+58.7% | $141,197+0.4% | $72,976+94.3% |
| Participation rate | 56.5% | 75.1%-18.7pp | 82.5%-26.0pp | 69.5%-13.0pp |
| Annual return | 20.08% | 111.88%-91.8pp | 71.41%-51.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,287 | $5,419-2.4% | $6,710-21.2% | $3,608+46.5% |
| Admin fee / account holder | $5,039 | $5,957-15.4% | $10,265-50.9% | $5,124-1.7% |