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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 | $124,294 | $83,485+48.9% | $125,195-0.7% | $72,976+70.3% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.1pp | 69.5%-5.9pp |
| Annual return | 22.87% | 25.77%-2.9pp | 43.79%-20.9pp | 81.02%-58.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,976 | $3,586+10.9% | $4,937-19.5% | $3,608+10.2% |
| Admin fee / account holder | $11,004 | $5,518+99.4% | $9,704+13.4% | $5,124+114.7% |