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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 | $116,031 | $80,705+43.8% | $115,768+0.2% | $67,986+70.7% |
| Participation rate | 37.1% | 63.0%-25.9pp | 74.4%-37.3pp | 57.2%-20.1pp |
| Annual return | 14.93% | 18.49%-3.6pp | 100.46%-85.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,674 | $3,559-53.0% | $4,917-66.0% | $3,358-50.2% |
| Admin fee / account holder | $13,156 | $4,135+218.1% | $12,439+5.8% | $3,203+310.7% |