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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 | $114,676 | $56,054+104.6% | $171,082-33.0% | $62,881+82.4% |
| Participation rate | 65.4% | 62.9%+2.5pp | 76.7%-11.3pp | 69.3%-3.9pp |
| Annual return | 11.11% | 22.52%-11.4pp | 32.56%-21.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,313 | $3,158+163.2% | $4,797+73.3% | $3,203+159.5% |
| Admin fee / account holder | $10,662 | $3,647+192.4% | $8,520+25.1% | $4,296+148.2% |