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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 | $107,488 | $78,682+36.6% | $109,188-1.6% | $85,851+25.2% |
| Participation rate | 53.3% | 68.3%-14.9pp | 75.9%-22.5pp | 69.3%-16.0pp |
| Annual return | 16.19% | 25.09%-8.9pp | 25.76%-9.6pp | 318.63%-302.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,950 | $3,468+13.9% | $4,654-15.1% | $3,952-0.1% |
| Admin fee / account holder | $17,876 | $5,470+226.8% | $6,755+164.6% | $6,261+185.5% |