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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 | $137,989 | $69,383+98.9% | $101,271+36.3% | $73,493+87.8% |
| Participation rate | 40.7% | 68.4%-27.6pp | 75.8%-35.1pp | 70.7%-29.9pp |
| Annual return | 15.76% | 18.46%-2.7pp | 46.48%-30.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,122 | $3,301-35.7% | $4,371-51.5% | $3,740-43.3% |
| Admin fee / account holder | $17,486 | $704+2384.5% | $5,948+194.0% | $513+3308.0% |