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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 | $108,142 | $71,230+51.8% | $93,727+15.4% | $80,959+33.6% |
| Participation rate | 50.6% | 60.4%-9.8pp | 68.7%-18.1pp | 67.7%-17.1pp |
| Annual return | 11.75% | 11.26%+0.5pp | 133.83%-122.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,128 | $4,037+2.3% | $4,417-6.5% | $4,300-4.0% |
| Admin fee / account holder | $5,404 | $6,961-22.4% | $8,292-34.8% | $6,925-22.0% |