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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 | $123,448 | $86,288+43.1% | $111,306+10.9% | $85,851+43.8% |
| Participation rate | 65.4% | 73.3%-8.0pp | 77.3%-11.9pp | 69.3%-3.9pp |
| Annual return | 12.16% | 19.99%-7.8pp | 54.67%-42.5pp | 318.63%-306.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,823 | $3,641-49.9% | $4,488-59.4% | $3,952-53.9% |
| Admin fee / account holder | $3,355 | $8,189-59.0% | $7,966-57.9% | $6,261-46.4% |