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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 | $126,102 | $94,031+34.1% | $115,768+8.9% | $82,448+52.9% |
| Participation rate | 52.6% | 70.4%-17.8pp | 74.4%-21.8pp | 68.1%-15.4pp |
| Annual return | 14.18% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,415 | $3,972-39.2% | $4,917-50.9% | $4,139-41.7% |
| Admin fee / account holder | $7,953 | $10,249-22.4% | $12,439-36.1% | $7,234+9.9% |