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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 | $129,625 | $54,763+136.7% | $90,324+43.5% | $72,976+77.6% |
| Participation rate | 48.6% | 65.2%-16.5pp | 73.3%-24.6pp | 69.5%-20.8pp |
| Annual return | 21.71% | 30.63%-8.9pp | 78.15%-56.4pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,735 | $2,887-5.3% | $3,885-29.6% | $3,608-24.2% |
| Admin fee / account holder | $4,730 | $3,973+19.1% | $5,356-11.7% | $5,124-7.7% |