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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 | $123,240 | $77,638+58.7% | $156,551-21.3% | $62,881+96.0% |
| Participation rate | 53.3% | 71.2%-17.9pp | 84.0%-30.7pp | 69.3%-16.0pp |
| Annual return | 7.74% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,394 | $3,046+77.1% | $4,871+10.7% | $3,203+68.4% |
| Admin fee / account holder | $5,063 | $5,561-9.0% | $13,028-61.1% | $4,296+17.9% |