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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 | $145,957 | $76,551+90.7% | $123,894+17.8% | $62,881+132.1% |
| Participation rate | 53.3% | 73.0%-19.7pp | 81.4%-28.2pp | 69.3%-16.0pp |
| Annual return | 8.67% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,627 | $4,840-25.1% | $5,984-39.4% | $3,203+13.2% |
| Admin fee / account holder | $27,284 | $4,826+465.4% | $8,357+226.5% | $4,296+535.1% |