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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 | $127,030 | $70,435+80.4% | $96,575+31.5% | $85,856+48.0% |
| Participation rate | 14.8% | 61.8%-47.0pp | 69.8%-55.0pp | 69.3%-54.5pp |
| Annual return | 12.04% | 18.59%-6.5pp | 37.79%-25.7pp | 318.58%-306.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,545 | $2,894+22.5% | $3,849-7.9% | $3,952-10.3% |
| Admin fee / account holder | $2,565 | $4,997-48.7% | $6,182-58.5% | $6,261-59.0% |