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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 | $68,573+107.8% | $120,368+18.4% | $80,874+76.2% |
| Participation rate | 57.1% | 61.6%-4.4pp | 71.9%-14.8pp | 67.6%-10.5pp |
| Annual return | 13.67% | 23.61%-9.9pp | 107.26%-93.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,459 | $3,174-22.5% | $4,991-50.7% | $4,297-42.8% |
| Admin fee / account holder | $3,655 | $5,734-36.2% | $9,429-61.2% | $6,935-47.3% |