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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 | $138,815 | $100,003+38.8% | $146,685-5.4% | $85,856+61.7% |
| Participation rate | 27.8% | 73.1%-45.3pp | 80.1%-52.3pp | 69.3%-41.5pp |
| Annual return | 14.37% | 18.93%-4.6pp | 22.75%-8.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,383 | $4,006-40.5% | $5,507-56.7% | $3,952-39.7% |
| Admin fee / account holder | $5,307 | $7,704-31.1% | $10,281-48.4% | $6,261-15.2% |