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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 | $132,003 | $54,541+142.0% | $78,778+67.6% | $70,126+88.2% |
| Participation rate | 41.8% | 60.8%-19.0pp | 69.2%-27.4pp | 69.5%-27.7pp |
| Annual return | 14.55% | 21.07%-6.5pp | 35.62%-21.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,415 | $2,210+9.3% | $2,958-18.4% | $3,332-27.5% |
| Admin fee / account holder | $6,700 | $3,709+80.7% | $5,134+30.5% | $4,645+44.2% |