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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 | $121,965 | $99,345+22.8% | $84,753+43.9% | $273,972-55.5% |
| Participation rate | 52.9% | 80.7%-27.8pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | 6.99% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,897 | $4,270-32.1% | $3,712-22.0% | $5,287-45.2% |
| Admin fee / account holder | $814 | $6,645-87.8% | $5,333-84.7% | $10,133-92.0% |