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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 | $131,301 | $102,245+28.4% | $89,340+47.0% | $137,256-4.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 18.67% | 21.89%-3.2pp | 20.57%-1.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,737 | $4,436+51.9% | $3,823+76.2% | $6,407+5.2% |
| Admin fee / account holder | $70,376 | $8,085+770.4% | $6,704+949.8% | $12,270+473.6% |