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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 | $134,319 | $65,361+105.5% | $92,903+44.6% | $72,983+84.0% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 24.48% | 42.11%-17.6pp | 109.43%-85.0pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,496 | $3,128-20.2% | $4,238-41.1% | $3,608-30.8% |
| Admin fee / account holder | $4,110 | $4,251-3.3% | $5,795-29.1% | $5,124-19.8% |