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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 | $118,918 | $89,370+33.1% | $141,197-15.8% | $72,976+63.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 31.31% | 111.88%-80.6pp | 71.41%-40.1pp | 81.02%-49.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,373 | $5,419+36.1% | $6,710+9.9% | $3,608+104.4% |
| Admin fee / account holder | $7,690 | $5,957+29.1% | $10,265-25.1% | $5,124+50.1% |