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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 | $128,298 | $77,896+64.7% | $134,172-4.4% | $82,448+55.6% |
| Participation rate | 56.8% | 62.8%-6.0pp | 72.5%-15.6pp | 68.1%-11.2pp |
| Annual return | 15.81% | 18.21%-2.4pp | 25.30%-9.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,625 | $3,162-17.0% | $4,690-44.0% | $4,139-36.6% |
| Admin fee / account holder | $1,080 | $6,336-83.0% | $12,016-91.0% | $7,234-85.1% |