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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 | $128,851 | $60,442+113.2% | $96,754+33.2% | $87,485+47.3% |
| Participation rate | 43.5% | 58.7%-15.2pp | 70.3%-26.8pp | 68.9%-25.5pp |
| Annual return | 13.52% | 21.97%-8.4pp | 82.04%-68.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,177 | $3,280+27.4% | $4,758-12.2% | $4,274-2.3% |
| Admin fee / account holder | $10,332 | $5,069+103.8% | $8,905+16.0% | $7,775+32.9% |