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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 | $119,525 | $56,054+113.2% | $171,082-30.1% | $62,881+90.1% |
| Participation rate | 33.3% | 62.9%-29.5pp | 76.7%-43.4pp | 69.3%-36.0pp |
| Annual return | 8.31% | 22.52%-14.2pp | 32.56%-24.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,037 | $3,158-35.5% | $4,797-57.5% | $3,203-36.4% |
| Admin fee / account holder | $3,943 | $3,647+8.1% | $8,520-53.7% | $4,296-8.2% |