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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 | $111,814+11.7% | $103,378+20.8% | $145,978-14.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 16.04% | 24.80%-8.8pp | 24.91%-8.9pp | 550.52%-534.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,378 | $5,618-39.9% | $5,058-33.2% | $6,690-49.5% |
| Admin fee / account holder | $1,765 | $9,764-81.9% | $8,401-79.0% | $13,400-86.8% |