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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 | $143,656 | $78,015+84.1% | $178,505-19.5% | $80,959+77.4% |
| Participation rate | 57.4% | 65.7%-8.2pp | 77.1%-19.7pp | 67.7%-10.2pp |
| Annual return | 12.06% | 18.10%-6.0pp | 27.16%-15.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,714 | $4,406+52.4% | $6,280+6.9% | $4,300+56.1% |
| Admin fee / account holder | $17,717 | $7,160+147.4% | $10,428+69.9% | $6,925+155.8% |