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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 | $121,877 | $91,086+33.8% | $203,872-40.2% | $86,983+40.1% |
| Participation rate | 38.5% | 65.8%-27.4pp | 77.8%-39.3pp | 69.5%-31.1pp |
| Annual return | 12.99% | 22.30%-9.3pp | 85.11%-72.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,576 | $4,019+63.6% | $6,388+2.9% | $4,194+56.8% |
| Admin fee / account holder | $14,340 | $8,987+59.6% | $11,730+22.3% | $7,856+82.5% |