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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 | $78,013+56.3% | $178,449-31.7% | $80,911+50.7% |
| Participation rate | 58.0% | 65.7%-7.7pp | 77.1%-19.1pp | 67.6%-9.7pp |
| Annual return | 12.65% | 18.07%-5.4pp | 27.09%-14.4pp | 35.63%-23.0pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,334 | $4,408+21.0% | $6,277-15.0% | $4,297+24.1% |
| Admin fee / account holder | $1,363 | $7,166-81.0% | $10,362-86.8% | $6,935-80.3% |