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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 | $141,917 | $114,013+24.5% | $103,693+36.9% | $155,188-8.6% |
| Participation rate | 45.0% | 75.2%-30.2pp | 72.6%-27.6pp | 80.8%-35.8pp |
| Annual return | 17.92% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,106 | $4,970-77.7% | $4,579-75.8% | $6,531-83.1% |
| Admin fee / account holder | $2,057 | $8,407-75.5% | $7,858-73.8% | $14,480-85.8% |