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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 | $138,782 | $77,472+79.1% | $100,415+38.2% | $80,959+71.4% |
| Participation rate | 46.8% | 76.9%-30.1pp | 81.5%-34.7pp | 67.7%-20.9pp |
| Annual return | 17.95% | 37.26%-19.3pp | 49.47%-31.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,325 | $6,818-21.9% | $8,091-34.2% | $4,300+23.8% |
| Admin fee / account holder | $11,587 | $5,885+96.9% | $7,906+46.6% | $6,925+67.3% |