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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 | $127,067 | $78,707+61.4% | $117,861+7.8% | $70,126+81.2% |
| Participation rate | 66.0% | 73.2%-7.2pp | 79.7%-13.7pp | 69.5%-3.6pp |
| Annual return | 17.50% | 23.30%-5.8pp | 335.11%-317.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,034 | $3,297+52.7% | $4,482+12.3% | $3,332+51.1% |
| Admin fee / account holder | $1,243 | $5,066-75.5% | $8,021-84.5% | $4,645-73.3% |