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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 | $129,145 | $101,763+26.9% | $164,866-21.7% | $80,874+59.7% |
| Participation rate | 33.0% | 71.8%-38.9pp | 78.6%-45.7pp | 67.6%-34.7pp |
| Annual return | 15.49% | 16.73%-1.2pp | 69.97%-54.5pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,605 | $4,477-19.5% | $6,033-40.2% | $4,297-16.1% |
| Admin fee / account holder | $23,086 | $8,228+180.6% | $12,689+81.9% | $6,935+232.9% |