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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 | $120,054 | $78,707+52.5% | $117,861+1.9% | $70,126+71.2% |
| Participation rate | 64.2% | 73.2%-9.0pp | 79.7%-15.5pp | 69.5%-5.4pp |
| Annual return | 16.31% | 23.30%-7.0pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,773 | $3,297+14.4% | $4,482-15.8% | $3,332+13.2% |
| Admin fee / account holder | $5,492 | $5,066+8.4% | $8,021-31.5% | $4,645+18.2% |