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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 | $138,188 | $106,524+29.7% | $152,301-9.3% | $87,485+58.0% |
| Participation rate | 58.8% | 75.8%-16.9pp | 82.4%-23.6pp | 68.9%-10.1pp |
| Annual return | 16.82% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,381 | $6,525-32.9% | $8,004-45.3% | $4,274+2.5% |
| Admin fee / account holder | $17,538 | $8,287+111.6% | $14,398+21.8% | $7,775+125.6% |