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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 | $141,396 | $56,054+152.3% | $171,082-17.4% | $62,881+124.9% |
| Participation rate | 68.6% | 62.9%+5.7pp | 76.7%-8.1pp | 69.3%-0.7pp |
| Annual return | 8.23% | 22.52%-14.3pp | 32.56%-24.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,792 | $3,158+51.7% | $4,797-0.1% | $3,203+49.6% |
| Admin fee / account holder | $1,047 | $3,647-71.3% | $8,520-87.7% | $4,296-75.6% |