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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 | $124,917 | $110,337+13.2% | $102,383+22.0% | $145,877-14.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 16.04% | 24.83%-8.8pp | 24.94%-8.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,378 | $5,621-39.9% | $5,060-33.2% | $6,691-49.5% |
| Admin fee / account holder | $1,765 | $9,750-81.9% | $8,391-79.0% | $13,402-86.8% |