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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 | $144,953 | $58,311+148.6% | $81,882+77.0% | $80,959+79.0% |
| Participation rate | 47.8% | 63.5%-15.7pp | 72.4%-24.6pp | 67.7%-19.8pp |
| Annual return | 18.39% | 41.85%-23.5pp | 779.47%-761.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,399 | $3,287+125.1% | $4,323+71.1% | $4,300+72.0% |
| Admin fee / account holder | $5,969 | $4,752+25.6% | $7,360-18.9% | $6,925-13.8% |