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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 | $120,508 | $106,588+13.1% | $94,215+27.9% | $155,188-22.3% |
| Participation rate | 53.8% | 74.3%-20.4pp | 70.0%-16.1pp | 80.8%-27.0pp |
| Annual return | 27.01% | 29.39%-2.4pp | 28.22%-1.2pp | 148.84%-121.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,095 | $4,802+151.8% | $4,276+182.9% | $6,531+85.2% |
| Admin fee / account holder | $5,200 | $12,281-57.7% | $10,216-49.1% | $14,480-64.1% |