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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 | $143,243 | $78,423+82.7% | $95,964+49.3% | $79,856+79.4% |
| Participation rate | 51.8% | 73.5%-21.7pp | 77.1%-25.3pp | 69.6%-17.9pp |
| Annual return | 21.21% | 19.37%+1.8pp | 91.64%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,212 | $3,440-35.7% | $4,167-46.9% | $3,741-40.9% |
| Admin fee / account holder | $7,923 | $5,622+40.9% | $6,797+16.6% | $5,306+49.3% |