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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 | $101,795+26.9% | $165,100-21.8% | $80,959+59.5% |
| Participation rate | 33.0% | 71.8%-38.9pp | 78.6%-45.7pp | 67.7%-34.7pp |
| Annual return | 15.49% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,605 | $4,476-19.5% | $6,035-40.3% | $4,300-16.2% |
| Admin fee / account holder | $23,086 | $8,221+180.8% | $12,696+81.8% | $6,925+233.4% |