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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 | $123,528 | $106,524+16.0% | $152,301-18.9% | $87,485+41.2% |
| Participation rate | 39.5% | 75.8%-36.2pp | 82.4%-42.9pp | 68.9%-29.4pp |
| Annual return | 16.14% | 26.89%-10.7pp | 80.50%-64.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,376 | $6,525-17.6% | $8,004-32.8% | $4,274+25.8% |
| Admin fee / account holder | $10,455 | $8,287+26.2% | $14,398-27.4% | $7,775+34.5% |