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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 | $119,130 | $78,707+51.4% | $117,861+1.1% | $70,126+69.9% |
| Participation rate | 27.4% | 73.2%-45.8pp | 79.7%-52.3pp | 69.5%-42.2pp |
| Annual return | 13.84% | 23.30%-9.5pp | 335.11%-321.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,788 | $3,297-15.5% | $4,482-37.8% | $3,332-16.3% |
| Admin fee / account holder | $1,006 | $5,066-80.1% | $8,021-87.5% | $4,645-78.3% |