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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 | $130,596 | $78,672+66.0% | $109,163+19.6% | $85,856+52.1% |
| Participation rate | 35.4% | 68.3%-32.9pp | 75.9%-40.5pp | 69.3%-33.9pp |
| Annual return | 12.34% | 25.09%-12.7pp | 25.75%-13.4pp | 318.58%-306.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,022 | $3,467-41.7% | $4,654-56.5% | $3,952-48.8% |
| Admin fee / account holder | $2,920 | $5,470-46.6% | $6,754-56.8% | $6,261-53.4% |