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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 | $113,129 | $54,541+107.4% | $78,778+43.6% | $70,126+61.3% |
| Participation rate | 42.1% | 60.8%-18.7pp | 69.2%-27.1pp | 69.5%-27.4pp |
| Annual return | 22.24% | 21.07%+1.2pp | 35.62%-13.4pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,974 | $2,210-10.7% | $2,958-33.3% | $3,332-40.8% |
| Admin fee / account holder | $522 | $3,709-85.9% | $5,134-89.8% | $4,645-88.8% |