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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 | $122,859 | $115,225+6.6% | $100,712+22.0% | $138,895-11.5% |
| Participation rate | 45.5% | 74.3%-28.9pp | 69.3%-23.8pp | 79.9%-34.5pp |
| Annual return | 13.64% | 40.35%-26.7pp | 33.27%-19.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,341 | $4,699-50.2% | $4,085-42.7% | $6,396-63.4% |
| Admin fee / account holder | $875 | $10,844-91.9% | $9,256-90.5% | $12,562-93.0% |