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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 | $139,239 | $67,606+106.0% | $82,313+69.2% | $70,131+98.5% |
| Participation rate | 43.2% | 72.8%-29.5pp | 76.9%-33.7pp | 69.5%-26.3pp |
| Annual return | 15.59% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,922 | $2,987+31.3% | $3,706+5.8% | $3,332+17.7% |
| Admin fee / account holder | $1,411 | $4,512-68.7% | $5,608-74.8% | $4,645-69.6% |