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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 | $141,332 | $105,284+34.2% | $150,734-6.2% | $94,015+50.3% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 15.15% | 15.67%-0.5pp | 600.81%-585.7pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,089 | $4,274-51.1% | $5,610-62.8% | $4,249-50.8% |
| Admin fee / account holder | $7,505 | $9,839-23.7% | $14,905-49.7% | $8,951-16.2% |