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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 | $95,404+44.3% | $113,397+21.4% | $82,637+66.6% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.5%-23.7pp | 68.1%-15.3pp |
| Annual return | 21.04% | 19.08%+2.0pp | 23.20%-2.2pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,945 | $4,220-53.9% | $5,076-61.7% | $4,126-52.9% |
| Admin fee / account holder | $26,814 | $9,168+192.5% | $11,957+124.3% | $7,339+265.4% |