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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 | $131,286 | $86,949+51.0% | $102,460+28.1% | $80,959+62.2% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.9pp | 67.7%-28.0pp |
| Annual return | 13.56% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,459 | $4,121-40.3% | $5,056-51.4% | $4,300-42.8% |
| Admin fee / account holder | $22,150 | $8,048+175.2% | $9,460+134.1% | $6,925+219.8% |