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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 | $112,993 | $80,984+39.5% | $96,569+17.0% | $75,173+50.3% |
| Participation rate | 53.1% | 71.8%-18.7pp | 76.0%-22.9pp | 67.2%-14.1pp |
| Annual return | 17.00% | 27.05%-10.1pp | 25.87%-8.9pp | 160.65%-143.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,493 | $3,929-11.1% | $4,851-28.0% | $4,126-15.3% |
| Admin fee / account holder | $29,222 | $6,720+334.9% | $8,251+254.2% | $5,651+417.1% |