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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 | $123,243 | $76,551+61.0% | $123,894-0.5% | $62,881+96.0% |
| Participation rate | 48.2% | 73.0%-24.7pp | 81.4%-33.2pp | 69.3%-21.1pp |
| Annual return | 9.36% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,292 | $4,840-11.3% | $5,984-28.3% | $3,203+34.0% |
| Admin fee / account holder | $603 | $4,826-87.5% | $8,357-92.8% | $4,296-86.0% |