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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 | $123,647 | $54,541+126.7% | $78,778+57.0% | $70,126+76.3% |
| Participation rate | 57.6% | 60.8%-3.2pp | 69.2%-11.6pp | 69.5%-11.9pp |
| Annual return | 15.92% | 21.07%-5.2pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,437 | $2,210+10.3% | $2,958-17.6% | $3,332-26.9% |
| Admin fee / account holder | $4,384 | $3,709+18.2% | $5,134-14.6% | $4,645-5.6% |