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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 | $111,254 | $117,846-5.6% | $102,434+8.6% | $145,884-23.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 14.74% | 31.90%-17.2pp | 29.46%-14.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,667 | $5,733+33.7% | $5,055+51.7% | $6,690+14.6% |
| Admin fee / account holder | $12,373 | $13,356-7.4% | $9,462+30.8% | $13,392-7.6% |