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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 | $106,588+18.5% | $94,215+34.0% | $155,188-18.6% |
| Participation rate | 52.2% | 74.3%-22.1pp | 70.0%-17.8pp | 80.8%-28.6pp |
| Annual return | 15.92% | 29.39%-13.5pp | 28.22%-12.3pp | 148.84%-132.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,375 | $4,802-29.7% | $4,276-21.1% | $6,531-48.3% |
| Admin fee / account holder | $8,062 | $12,281-34.4% | $10,216-21.1% | $14,480-44.3% |