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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 | $122,519 | $83,369+47.0% | $105,223+16.4% | $67,986+80.2% |
| Participation rate | 55.0% | 56.3%-1.3pp | 75.0%-20.0pp | 57.2%-2.2pp |
| Annual return | 15.52% | 24.64%-9.1pp | 180.65%-165.1pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,914 | $3,295+49.1% | $5,072-3.1% | $3,358+46.3% |
| Admin fee / account holder | $12,841 | $4,073+215.3% | $8,859+45.0% | $3,203+300.9% |