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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 | $135,249 | $79,961+69.1% | $98,462+37.4% | $75,177+79.9% |
| Participation rate | 56.3% | 70.4%-14.1pp | 75.2%-18.9pp | 67.2%-11.0pp |
| Annual return | 16.64% | 19.75%-3.1pp | 21.17%-4.5pp | 160.75%-144.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,638 | $3,753-3.0% | $4,738-23.2% | $4,126-11.8% |
| Admin fee / account holder | $3,803 | $6,842-44.4% | $8,875-57.2% | $5,651-32.7% |