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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 | $74,535+73.3% | $100,712+28.2% | $82,637+56.3% |
| Participation rate | 61.0% | 61.2%-0.2pp | 69.3%-8.3pp | 68.1%-7.1pp |
| Annual return | 14.00% | 18.92%-4.9pp | 33.27%-19.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,135 | $3,074+2.0% | $4,085-23.3% | $4,126-24.0% |
| Admin fee / account holder | $1,088 | $6,576-83.4% | $9,256-88.2% | $7,339-85.2% |