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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 | $113,891 | $95,406+19.4% | $185,849-38.7% | $85,847+32.7% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.10%-109.8pp | 318.61%-306.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,468 | $3,424+59.7% | $5,569-1.8% | $3,952+38.4% |
| Admin fee / account holder | $2,690 | $7,214-62.7% | $16,244-83.4% | $6,261-57.0% |