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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 | $134,014 | $73,988+81.1% | $96,538+38.8% | $75,177+78.3% |
| Participation rate | 37.8% | 66.4%-28.6pp | 74.3%-36.5pp | 67.2%-29.4pp |
| Annual return | 19.01% | 26.73%-7.7pp | 35.74%-16.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,173 | $3,660-40.6% | $4,880-55.5% | $4,126-47.3% |
| Admin fee / account holder | $3,698 | $5,220-29.1% | $6,737-45.1% | $5,651-34.6% |