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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 | $124,800 | $49,249+153.4% | $70,476+77.1% | $79,852+56.3% |
| Participation rate | 25.0% | 69.2%-44.2pp | 75.1%-50.1pp | 69.6%-44.6pp |
| Annual return | 20.47% | 30.09%-9.6pp | 109.12%-88.6pp | 31.72%-11.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,626 | $2,769-5.2% | $3,710-29.2% | $3,740-29.8% |
| Admin fee / account holder | $1,524 | $2,878-47.1% | $3,847-60.4% | $5,306-71.3% |