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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 | $138,342 | $78,197+76.9% | $98,090+41.0% | $82,637+67.4% |
| Participation rate | 62.7% | 77.5%-14.8pp | 81.5%-18.9pp | 68.1%-5.4pp |
| Annual return | 14.51% | 40.25%-25.7pp | 37.05%-22.5pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,669 | $6,636-59.8% | $7,845-66.0% | $4,126-35.3% |
| Admin fee / account holder | $6,109 | $14,832-58.8% | $11,815-48.3% | $7,339-16.8% |