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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 | $127,730 | $93,598+36.5% | $135,974-6.1% | $75,173+69.9% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 26.92% | 30.89%-4.0pp | 68.30%-41.4pp | 160.72%-133.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,045 | $6,405-36.9% | $7,760-47.9% | $4,126-2.0% |
| Admin fee / account holder | $30,462 | $6,978+336.6% | $10,767+182.9% | $5,651+439.1% |