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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 | $145,396 | $107,733+35.0% | $92,985+56.4% | $154,746-6.0% |
| Participation rate | 11.1% | 74.6%-63.4pp | 69.5%-58.4pp | 80.7%-69.6pp |
| Annual return | 14.15% | 30.39%-16.2pp | 27.99%-13.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,307 | $5,053-74.1% | $4,377-70.1% | $6,730-80.6% |
| Admin fee / account holder | $3,402 | $11,369-70.1% | $9,463-64.1% | $14,365-76.3% |