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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 | $115,492 | $58,493+97.4% | $84,021+37.5% | $72,975+58.3% |
| Participation rate | 36.4% | 61.2%-24.9pp | 69.0%-32.7pp | 69.5%-33.1pp |
| Annual return | 24.02% | 28.93%-4.9pp | 71.32%-47.3pp | 81.01%-57.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,809 | $2,394+17.3% | $3,239-13.3% | $3,608-22.1% |
| Admin fee / account holder | $11,377 | $4,569+149.0% | $6,102+86.5% | $5,124+122.0% |