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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 | $136,245 | $104,251+30.7% | $91,004+49.7% | $147,586-7.7% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 11.78% | 27.06%-15.3pp | 4.60%+7.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,498 | $4,195-40.4% | $3,548-29.6% | $5,439-54.1% |
| Admin fee / account holder | $922 | $8,948-89.7% | $5,417-83.0% | $10,886-91.5% |