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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 | $128,739 | $97,550+32.0% | $120,344+7.0% | $87,485+47.2% |
| Participation rate | 41.9% | 72.8%-30.9pp | 76.7%-34.8pp | 68.9%-27.0pp |
| Annual return | 13.33% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,167 | $4,230-1.5% | $5,135-18.8% | $4,274-2.5% |
| Admin fee / account holder | $22,657 | $9,543+137.4% | $12,742+77.8% | $7,775+191.4% |