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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 | $120,725 | $97,881+23.3% | $80,004+50.9% | $125,389-3.7% |
| Participation rate | 53.8% | 77.9%-24.0pp | 73.0%-19.2pp | 83.2%-29.3pp |
| Annual return | 1.67% | 9.36%-7.7pp | 7.63%-6.0pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,423 | $3,744-35.3% | $3,204-24.4% | $5,352-54.7% |
| Admin fee / account holder | $484 | $6,278-92.3% | $5,033-90.4% | $9,541-94.9% |