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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 | $138,188 | $106,749+29.5% | $145,433-5.0% | $82,448+67.6% |
| Participation rate | 58.8% | 75.6%-16.8pp | 82.1%-23.3pp | 68.1%-9.2pp |
| Annual return | 16.82% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,381 | $6,519-32.8% | $7,897-44.5% | $4,139+5.8% |
| Admin fee / account holder | $17,538 | $8,390+109.0% | $13,129+33.6% | $7,234+142.4% |