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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 | $112,669 | $77,920+44.6% | $149,723-24.7% | $75,177+49.9% |
| Participation rate | 57.5% | 65.6%-8.1pp | 78.8%-21.3pp | 67.2%-9.7pp |
| Annual return | 20.26% | 31.72%-11.5pp | 134.50%-114.2pp | 160.75%-140.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,359 | $3,411-30.8% | $5,682-58.5% | $4,126-42.8% |
| Admin fee / account holder | $2,923 | $5,951-50.9% | $13,215-77.9% | $5,651-48.3% |