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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 | $128,606 | $58,099+121.4% | $76,872+67.3% | $75,173+71.1% |
| Participation rate | 36.4% | 63.9%-27.5pp | 69.6%-33.2pp | 67.2%-30.8pp |
| Annual return | 14.79% | 26.71%-11.9pp | 37.90%-23.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,363 | $2,999-54.5% | $3,832-64.4% | $4,126-67.0% |
| Admin fee / account holder | $618 | $4,778-87.1% | $5,476-88.7% | $5,651-89.1% |