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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 | $130,913 | $71,215+83.8% | $93,696+39.7% | $80,935+61.8% |
| Participation rate | 48.6% | 60.4%-11.8pp | 68.7%-20.1pp | 67.7%-19.0pp |
| Annual return | 15.46% | 11.27%+4.2pp | 133.74%-118.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,983 | $4,037-50.9% | $4,417-55.1% | $4,299-53.9% |
| Admin fee / account holder | $7,935 | $6,958+14.0% | $8,287-4.2% | $6,924+14.6% |