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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 | $146,079 | $58,275+150.7% | $81,844+78.5% | $80,935+80.5% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.4%-15.2pp | 67.7%-10.5pp |
| Annual return | 11.25% | 41.82%-30.6pp | 778.87%-767.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,184 | $3,285+27.4% | $4,323-3.2% | $4,299-2.7% |
| Admin fee / account holder | $2,964 | $4,749-37.6% | $7,355-59.7% | $6,924-57.2% |