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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 | $128,890 | $101,778+26.6% | $164,975-21.9% | $80,925+59.3% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.7%-3.7pp |
| Annual return | 16.70% | 16.73%0pp | 70.12%-53.4pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,802 | $4,477-15.1% | $6,033-37.0% | $4,299-11.5% |
| Admin fee / account holder | $13,554 | $8,221+64.9% | $12,688+6.8% | $6,940+95.3% |