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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 | $135,423 | $89,367+51.5% | $141,191-4.1% | $72,975+85.6% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 22.57% | 111.87%-89.3pp | 71.41%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,092 | $5,419+104.7% | $6,710+65.3% | $3,608+207.5% |
| Admin fee / account holder | $8,137 | $5,957+36.6% | $10,264-20.7% | $5,124+58.8% |