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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 | $153,576 | $124,336+23.5% | $111,303+38.0% | $167,518-8.3% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 12.66% | 37.45%-24.8pp | 54.66%-42.0pp | 478.71%-466.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,391 | $5,181+42.7% | $4,487+64.7% | $6,342+16.5% |
| Admin fee / account holder | $1,466 | $10,623-86.2% | $7,966-81.6% | $12,312-88.1% |