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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 | $128,103 | $67,411+90.0% | $91,004+40.8% | $70,126+82.7% |
| Participation rate | 54.3% | 71.4%-17.0pp | 75.6%-21.3pp | 69.5%-15.2pp |
| Annual return | 16.72% | -40.16%+56.9pp | 4.60%+12.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,645 | $2,823-6.3% | $3,548-25.4% | $3,332-20.6% |
| Admin fee / account holder | $6,757 | $4,236+59.5% | $5,417+24.7% | $4,645+45.4% |