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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 | $125,343 | $76,551+63.7% | $123,894+1.2% | $62,881+99.3% |
| Participation rate | 57.4% | 73.0%-15.6pp | 81.4%-24.0pp | 69.3%-11.9pp |
| Annual return | 6.54% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,117 | $4,840-56.3% | $5,984-64.6% | $3,203-33.9% |
| Admin fee / account holder | $9,302 | $4,826+92.7% | $8,357+11.3% | $4,296+116.5% |