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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 | $119,169 | $78,015+52.8% | $178,505-33.2% | $80,959+47.2% |
| Participation rate | 48.6% | 65.7%-17.1pp | 77.1%-28.5pp | 67.7%-19.1pp |
| Annual return | 12.64% | 18.10%-5.5pp | 27.16%-14.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,865 | $4,406-12.3% | $6,280-38.5% | $4,300-10.1% |
| Admin fee / account holder | $11,307 | $7,160+57.9% | $10,428+8.4% | $6,925+63.3% |