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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 | $116,793 | $115,931+0.7% | $185,441-37.0% | $86,983+34.3% |
| Participation rate | 56.6% | 73.6%-17.0pp | 80.3%-23.7pp | 69.5%-12.9pp |
| Annual return | 12.29% | 21.47%-9.2pp | 20.16%-7.9pp | 25.83%-13.5pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,442 | $4,551-24.4% | $6,152-44.1% | $4,194-17.9% |
| Admin fee / account holder | $1,555 | $10,687-85.5% | $17,890-91.3% | $7,856-80.2% |