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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 | $113,077 | $81,358+39.0% | $155,556-27.3% | $80,959+39.7% |
| Participation rate | 56.3% | 66.3%-10.0pp | 78.2%-22.0pp | 67.7%-11.4pp |
| Annual return | 12.63% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,678 | $3,455+64.3% | $5,631+0.8% | $4,300+32.0% |
| Admin fee / account holder | $32,797 | $7,994+310.3% | $15,885+106.5% | $6,925+373.6% |