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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 | $86,938+51.0% | $102,423+28.2% | $80,925+62.2% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.8pp | 67.7%-28.0pp |
| Annual return | 13.56% | 18.89%-5.3pp | 29.42%-15.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,459 | $4,120-40.3% | $5,054-51.3% | $4,299-42.8% |
| Admin fee / account holder | $22,150 | $8,053+175.1% | $9,455+134.3% | $6,940+219.2% |