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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 | $138,151 | $51,638+167.5% | $68,368+102.1% | $82,448+67.6% |
| Participation rate | 55.8% | 63.6%-7.8pp | 73.8%-17.9pp | 68.1%-12.3pp |
| Annual return | 15.11% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,666 | $2,914-42.8% | $4,123-59.6% | $4,139-59.8% |
| Admin fee / account holder | $4,070 | $4,643-12.4% | $5,150-21.0% | $7,234-43.7% |