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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 | $112,627 | $77,358+45.6% | $102,184+10.2% | $87,485+28.7% |
| Participation rate | 45.1% | 78.7%-33.6pp | 82.6%-37.5pp | 68.9%-23.8pp |
| Annual return | 25.28% | 41.11%-15.8pp | 31.58%-6.3pp | 26.06%-0.8pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,886 | $6,753-12.8% | $8,309-29.2% | $4,274+37.7% |
| Admin fee / account holder | $13,472 | $6,809+97.9% | $11,609+16.1% | $7,775+73.3% |