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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 | $110,240+0.7% | $96,544+15.0% | $139,487-20.4% |
| Participation rate | 56.3% | 78.1%-21.9pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 15.47% | 26.41%-10.9pp | 25.88%-10.4pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,848 | $5,549+77.5% | $4,851+103.0% | $6,713+46.7% |
| Admin fee / account holder | $2,919 | $11,602-74.8% | $8,254-64.6% | $11,407-74.4% |