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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 | $122,792 | $35,183+249.0% | $73,550+67.0% | $70,126+75.1% |
| Participation rate | 46.2% | 42.9%+3.2pp | 54.9%-8.8pp | 69.5%-23.4pp |
| Annual return | 16.28% | 26.90%-10.6pp | -15.16%+31.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,180 | $1,220+242.7% | $1,804+131.7% | $3,332+25.5% |
| Admin fee / account holder | $15,007 | $2,302+551.9% | $2,320+546.9% | $4,645+223.0% |