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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 | $127,778 | $99,875+27.9% | $146,866-13.0% | $86,983+46.9% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.5%-13.8pp | 69.5%-0.8pp |
| Annual return | 22.07% | 28.10%-6.0pp | 102.85%-80.8pp | 25.83%-3.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,029 | $6,322+74.4% | $7,759+42.1% | $4,194+163.0% |
| Admin fee / account holder | $4,648 | $7,838-40.7% | $13,620-65.9% | $7,856-40.8% |