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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 | $125,228 | $114,119+9.7% | $107,187+16.8% | $138,895-9.8% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 12.60% | 273.21%-260.6pp | 204.55%-192.0pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,577 | $5,538-35.4% | $5,096-29.8% | $6,396-44.1% |
| Admin fee / account holder | $618 | $10,024-93.8% | $9,162-93.3% | $12,562-95.1% |