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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 | $133,052 | $89,364+48.9% | $141,177-5.8% | $72,983+82.3% |
| Participation rate | 52.3% | 75.1%-22.9pp | 82.5%-30.2pp | 69.5%-17.2pp |
| Annual return | 24.54% | 111.86%-87.3pp | 71.40%-46.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,968 | $5,419-45.2% | $6,710-55.8% | $3,608-17.7% |
| Admin fee / account holder | $4,161 | $5,959-30.2% | $10,263-59.5% | $5,124-18.8% |