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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 | $128,763 | $65,376+97.0% | $87,104+47.8% | $65,185+97.5% |
| Participation rate | 60.0% | 75.3%-15.3pp | 76.9%-16.9pp | 70.2%-10.2pp |
| Annual return | 22.04% | 31.27%-9.2pp | 28.19%-6.2pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,429 | $3,388+30.7% | $4,048+9.4% | $3,514+26.1% |
| Admin fee / account holder | $22,800 | $520+4287.0% | $7,491+204.4% | $847+2591.3% |