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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 | $131,203 | $81,334+61.3% | $113,397+15.7% | $64,097+104.7% |
| Participation rate | 35.0% | 65.6%-30.6pp | 76.5%-41.5pp | 55.2%-20.1pp |
| Annual return | 14.16% | 32.50%-18.3pp | 23.20%-9.0pp | 34.64%-20.5pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,259 | $3,795-40.5% | $5,076-55.5% | $3,080-26.7% |
| Admin fee / account holder | $16,082 | $4,208+282.2% | $11,957+34.5% | $3,454+365.6% |