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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 | $121,732 | $81,358+49.6% | $155,556-21.7% | $80,959+50.4% |
| Participation rate | 42.2% | 66.3%-24.1pp | 78.2%-36.0pp | 67.7%-25.5pp |
| Annual return | 14.43% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,317 | $3,455-4.0% | $5,631-41.1% | $4,300-22.9% |
| Admin fee / account holder | $14,205 | $7,994+77.7% | $15,885-10.6% | $6,925+105.1% |