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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 | $124,380 | $83,485+49.0% | $125,180-0.6% | $72,983+70.4% |
| Participation rate | 37.0% | 73.3%-36.3pp | 79.8%-42.7pp | 69.5%-32.4pp |
| Annual return | 20.53% | 25.78%-5.2pp | 43.79%-23.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,961 | $3,586-45.3% | $4,937-60.3% | $3,608-45.6% |
| Admin fee / account holder | $6,778 | $5,518+22.8% | $9,703-30.1% | $5,124+32.3% |