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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 | $81,403+57.6% | $147,027-12.7% | $87,485+46.7% |
| Participation rate | 56.8% | 63.4%-6.6pp | 73.7%-16.9pp | 68.9%-12.1pp |
| Annual return | 15.81% | 16.51%-0.7pp | 20.23%-4.4pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,625 | $3,315-20.8% | $4,933-46.8% | $4,274-38.6% |
| Admin fee / account holder | $1,080 | $6,755-84.0% | $12,223-91.2% | $7,775-86.1% |