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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 | $129,410 | $99,345+30.3% | $84,753+52.7% | $273,972-52.8% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 6.97% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,786 | $4,270-11.3% | $3,712+2.0% | $5,287-28.4% |
| Admin fee / account holder | $10,766 | $6,645+62.0% | $5,333+101.9% | $10,133+6.2% |