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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 | $80,855+58.7% | $153,416-16.4% | $86,983+47.5% |
| Participation rate | 56.8% | 64.1%-7.3pp | 74.3%-17.5pp | 69.5%-12.7pp |
| Annual return | 15.81% | 16.18%-0.4pp | 17.84%-2.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,625 | $3,333-21.2% | $4,723-44.4% | $4,194-37.4% |
| Admin fee / account holder | $1,080 | $6,908-84.4% | $13,095-91.8% | $7,856-86.3% |