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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 | $120,389 | $94,031+28.0% | $115,768+4.0% | $82,448+46.0% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.4%-14.4pp | 68.1%-8.1pp |
| Annual return | 13.07% | 20.61%-7.5pp | 100.46%-87.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,409 | $3,972-14.2% | $4,917-30.7% | $4,139-17.7% |
| Admin fee / account holder | $6,617 | $10,249-35.4% | $12,439-46.8% | $7,234-8.5% |