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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 | $116,427 | $84,236+38.2% | $170,439-31.7% | $70,124+66.0% |
| Participation rate | 38.5% | 70.8%-32.4pp | 83.6%-45.1pp | 69.5%-31.1pp |
| Annual return | 12.91% | 23.06%-10.1pp | 205.94%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,325 | $3,086-24.7% | $4,939-52.9% | $3,332-30.2% |
| Admin fee / account holder | $8,320 | $5,698+46.0% | $13,881-40.1% | $4,645+79.1% |