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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 | $110,855 | $110,240+0.6% | $96,544+14.8% | $139,487-20.5% |
| Participation rate | 55.6% | 78.1%-22.6pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 21.01% | 26.41%-5.4pp | 25.88%-4.9pp | 373.84%-352.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,559 | $5,549-35.9% | $4,851-26.6% | $6,713-47.0% |
| Admin fee / account holder | $6,861 | $11,602-40.9% | $8,254-16.9% | $11,407-39.9% |