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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 | $126,269 | $88,996+41.9% | $78,004+61.9% | $138,895-9.1% |
| Participation rate | 52.2% | 74.4%-22.2pp | 69.4%-17.3pp | 79.9%-27.7pp |
| Annual return | 15.92% | 28.03%-12.1pp | 31.07%-15.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,375 | $4,724-28.5% | $4,092-17.5% | $6,396-47.2% |
| Admin fee / account holder | $8,062 | $8,807-8.5% | $7,578+6.4% | $12,562-35.8% |