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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 | $121,992 | $55,457+120.0% | $77,361+57.7% | $94,015+29.8% |
| Participation rate | 61.7% | 69.8%-8.1pp | 75.0%-13.2pp | 70.8%-9.1pp |
| Annual return | 11.91% | 15.57%-3.7pp | 1011.54%-999.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,201 | $3,069+36.9% | $3,911+7.4% | $4,249-1.1% |
| Admin fee / account holder | $12,827 | $4,334+196.0% | $5,894+117.6% | $8,951+43.3% |