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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 | $129,813 | $69,590+86.5% | $136,867-5.2% | $94,015+38.1% |
| Participation rate | 45.7% | 66.3%-20.7pp | 74.5%-28.9pp | 70.8%-25.2pp |
| Annual return | 13.46% | 19.62%-6.2pp | 42.97%-29.5pp | 17.84%-4.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,855 | $3,437+12.2% | $4,924-21.7% | $4,249-9.3% |
| Admin fee / account holder | $32,436 | $8,912+264.0% | $10,340+213.7% | $8,951+262.4% |