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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 | $144,678 | $109,359+32.3% | $162,177-10.8% | $72,975+98.3% |
| Participation rate | 56.1% | 84.3%-28.2pp | 87.6%-31.5pp | 69.5%-13.4pp |
| Annual return | 19.75% | 25.46%-5.7pp | 115.60%-95.9pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,225 | $5,481-41.2% | $7,297-55.8% | $3,608-10.6% |
| Admin fee / account holder | $12,106 | $7,972+51.9% | $10,843+11.6% | $5,124+136.3% |