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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 | $137,683 | $100,194+37.4% | $122,979+12.0% | $86,983+58.3% |
| Participation rate | 52.8% | 73.0%-20.2pp | 77.2%-24.4pp | 69.5%-16.8pp |
| Annual return | 21.04% | 16.47%+4.6pp | 20.12%+0.9pp | 25.83%-4.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,945 | $4,133-52.9% | $5,003-61.1% | $4,194-53.6% |
| Admin fee / account holder | $26,814 | $10,148+164.2% | $12,864+108.4% | $7,856+241.3% |