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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 | $85,925 | $124,425-30.9% | $112,040-23.3% | $137,256-37.4% |
| Participation rate | 39.1% | 79.3%-40.2pp | 76.5%-37.4pp | 80.0%-40.8pp |
| Annual return | 26.34% | 24.72%+1.6pp | 24.52%+1.8pp | 220.34%-194.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,214 | $5,718-43.8% | $5,098-36.9% | $6,407-49.8% |
| Admin fee / account holder | $17,058 | $15,207+12.2% | $12,098+41.0% | $12,270+39.0% |