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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 | $129,154 | $73,787+75.0% | $98,716+30.8% | $82,448+56.6% |
| Participation rate | 61.0% | 61.4%-0.4pp | 69.3%-8.3pp | 68.1%-7.1pp |
| Annual return | 14.00% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,135 | $3,081+1.7% | $4,048-22.6% | $4,139-24.3% |
| Admin fee / account holder | $1,088 | $6,500-83.3% | $8,703-87.5% | $7,234-85.0% |