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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 | $77,460+79.2% | $100,378+38.3% | $80,925+71.5% |
| Participation rate | 46.8% | 76.9%-30.1pp | 81.5%-34.7pp | 67.7%-20.8pp |
| Annual return | 17.95% | 37.24%-19.3pp | 49.41%-31.5pp | 35.65%-17.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,325 | $6,818-21.9% | $8,087-34.1% | $4,299+23.9% |
| Admin fee / account holder | $11,587 | $5,887+96.8% | $7,899+46.7% | $6,940+67.0% |