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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 | $142,316 | $60,442+135.5% | $96,754+47.1% | $87,485+62.7% |
| Participation rate | 56.3% | 58.7%-2.4pp | 70.3%-14.0pp | 68.9%-12.6pp |
| Annual return | 15.13% | 21.97%-6.8pp | 82.04%-66.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,814 | $3,280-14.2% | $4,758-40.9% | $4,274-34.1% |
| Admin fee / account holder | $23,435 | $5,069+362.3% | $8,905+163.2% | $7,775+201.4% |