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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 | $116,204 | $63,346+83.4% | $92,240+26.0% | $70,126+65.7% |
| Participation rate | 52.9% | 68.7%-15.8pp | 76.5%-23.6pp | 69.5%-16.7pp |
| Annual return | 18.16% | 530.19%-512.0pp | 176.29%-158.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,236 | $2,854+48.4% | $3,897+8.7% | $3,332+27.1% |
| Admin fee / account holder | $5,946 | $3,841+54.8% | $5,194+14.5% | $4,645+28.0% |