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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 | $131,979 | $78,428+68.3% | $95,960+37.5% | $79,852+65.3% |
| Participation rate | 47.8% | 73.5%-25.7pp | 77.1%-29.3pp | 69.6%-21.8pp |
| Annual return | 19.64% | 19.37%+0.3pp | 91.63%-72.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,988 | $3,440-42.2% | $4,167-52.3% | $3,740-46.9% |
| Admin fee / account holder | $2,077 | $5,622-63.1% | $6,797-69.4% | $5,306-60.9% |