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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 | $116,525 | $116,167+0.3% | $64,489+80.7% | $137,256-15.1% |
| Participation rate | 58.8% | 68.2%-9.4pp | 67.7%-8.9pp | 80.0%-21.1pp |
| Annual return | 10.28% | 36.55%-26.3pp | 55.03%-44.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,353 | $4,215+27.0% | $2,778+92.7% | $6,407-16.5% |
| Admin fee / account holder | $2,808 | $6,188-54.6% | $4,260-34.1% | $12,270-77.1% |