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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 | $124,236 | $124,425-0.2% | $112,040+10.9% | $137,256-9.5% |
| Participation rate | 42.1% | 79.3%-37.2pp | 76.5%-34.4pp | 80.0%-37.9pp |
| Annual return | 14.19% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,644 | $5,718-36.3% | $5,098-28.5% | $6,407-43.1% |
| Admin fee / account holder | $1,555 | $15,207-89.8% | $12,098-87.1% | $12,270-87.3% |