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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 | $117,173 | $61,390+90.9% | $112,228+4.4% | $75,177+55.9% |
| Participation rate | 58.8% | 61.6%-2.8pp | 72.4%-13.6pp | 67.2%-8.4pp |
| Annual return | 17.91% | 28.47%-10.6pp | 30.23%-12.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,613 | $3,108-15.9% | $4,800-45.6% | $4,126-36.7% |
| Admin fee / account holder | $2,490 | $4,862-48.8% | $7,752-67.9% | $5,651-55.9% |