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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 | $130,388 | $78,428+66.3% | $95,960+35.9% | $79,852+63.3% |
| Participation rate | 59.0% | 73.5%-14.5pp | 77.1%-18.1pp | 69.6%-10.6pp |
| Annual return | 17.85% | 19.37%-1.5pp | 91.63%-73.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,270 | $3,440+53.2% | $4,167+26.5% | $3,740+40.9% |
| Admin fee / account holder | $16,402 | $5,622+191.7% | $6,797+141.3% | $5,306+209.1% |