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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 | $121,961 | $78,015+56.3% | $178,505-31.7% | $80,959+50.6% |
| Participation rate | 58.0% | 65.7%-7.7pp | 77.1%-19.1pp | 67.7%-9.7pp |
| Annual return | 12.65% | 18.10%-5.5pp | 27.16%-14.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,334 | $4,406+21.1% | $6,280-15.1% | $4,300+24.0% |
| Admin fee / account holder | $1,363 | $7,160-81.0% | $10,428-86.9% | $6,925-80.3% |