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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 | $122,598 | $93,346+31.3% | $71,796+70.8% | $273,972-55.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 8.48% | 130.39%-121.9pp | 78.04%-69.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,258 | $3,475-63.8% | $2,794-55.0% | $5,287-76.2% |
| Admin fee / account holder | $788 | $6,571-88.0% | $4,815-83.6% | $10,133-92.2% |