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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 | $129,132 | $106,749+21.0% | $145,433-11.2% | $82,448+56.6% |
| Participation rate | 53.1% | 75.6%-22.5pp | 82.1%-29.0pp | 68.1%-14.9pp |
| Annual return | 15.78% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,051 | $6,519-22.5% | $7,897-36.0% | $4,139+22.0% |
| Admin fee / account holder | $334 | $8,390-96.0% | $13,129-97.5% | $7,234-95.4% |