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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 | $123,048 | $101,795+20.9% | $165,100-25.5% | $80,959+52.0% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.7%-24.4pp |
| Annual return | 20.57% | 16.73%+3.8pp | 70.21%-49.6pp | 35.67%-15.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,595 | $4,476+25.0% | $6,035-7.3% | $4,300+30.1% |
| Admin fee / account holder | $27,864 | $8,221+238.9% | $12,696+119.5% | $6,925+302.4% |