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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 | $111,043 | $110,286+0.7% | $96,569+15.0% | $139,427-20.4% |
| Participation rate | 56.3% | 78.1%-21.8pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 15.47% | 26.39%-10.9pp | 25.87%-10.4pp | 373.27%-357.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $9,848 | $5,546+77.6% | $4,851+103.0% | $6,711+46.8% |
| Admin fee / account holder | $2,919 | $11,592-74.8% | $8,251-64.6% | $11,404-74.4% |