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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 | $136,035 | $110,248+23.4% | $95,728+42.1% | $139,456-2.5% |
| Participation rate | 31.3% | 75.7%-44.5pp | 72.3%-41.0pp | 80.3%-49.1pp |
| Annual return | 18.15% | 27.16%-9.0pp | 28.40%-10.2pp | 373.45%-355.3pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,997 | $4,675-35.9% | $4,245-29.4% | $6,711-55.4% |
| Admin fee / account holder | $6,187 | $6,607-6.4% | $5,673+9.1% | $11,407-45.8% |