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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 | $142,557 | $124,425+14.6% | $112,040+27.2% | $137,256+3.9% |
| Participation rate | 52.6% | 79.3%-26.7pp | 76.5%-23.9pp | 80.0%-27.3pp |
| Annual return | 11.63% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,573 | $5,718-55.0% | $5,098-49.5% | $6,407-59.8% |
| Admin fee / account holder | $54,901 | $15,207+261.0% | $12,098+353.8% | $12,270+347.4% |