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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 | $147,141 | $65,041+126.2% | $90,965+61.8% | $79,858+84.3% |
| Participation rate | 30.8% | 61.6%-30.8pp | 69.0%-38.2pp | 69.6%-38.9pp |
| Annual return | 11.88% | 30.45%-18.6pp | 134.57%-122.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,568 | $2,512+2.2% | $3,373-23.9% | $3,740-31.3% |
| Admin fee / account holder | $6,254 | $4,536+37.9% | $5,960+4.9% | $5,306+17.9% |