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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 | $142,471 | $68,852+106.9% | $120,524+18.2% | $80,925+76.1% |
| Participation rate | 57.1% | 61.6%-4.5pp | 71.9%-14.8pp | 67.7%-10.5pp |
| Annual return | 13.67% | 23.67%-10.0pp | 107.36%-93.7pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,459 | $3,187-22.8% | $4,994-50.7% | $4,299-42.8% |
| Admin fee / account holder | $3,655 | $5,781-36.8% | $9,440-61.3% | $6,940-47.3% |