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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 | $123,603 | $64,010+93.1% | $108,359+14.1% | $64,340+92.1% |
| Participation rate | 34.4% | 49.4%-15.0pp | 70.1%-35.7pp | 55.2%-20.8pp |
| Annual return | 15.10% | 19.74%-4.6pp | 36.89%-21.8pp | 24.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,140 | $2,395-52.4% | $4,137-72.4% | $2,980-61.8% |
| Admin fee / account holder | $4,457 | $4,885-8.8% | $9,741-54.2% | $3,703+20.4% |