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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 | $80,674+51.9% | $119,126+2.8% | $64,340+90.4% |
| Participation rate | 55.0% | 55.2%-0.2pp | 75.8%-20.8pp | 55.2%-0.2pp |
| Annual return | 15.52% | 26.86%-11.3pp | 282.11%-266.6pp | 24.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,914 | $3,053+60.9% | $5,318-7.6% | $2,980+64.9% |
| Admin fee / account holder | $12,841 | $4,559+181.7% | $10,693+20.1% | $3,703+246.8% |