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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 | $58,258+148.8% | $81,820+77.2% | $80,925+79.1% |
| Participation rate | 47.8% | 63.5%-15.6pp | 72.4%-24.6pp | 67.7%-19.8pp |
| Annual return | 18.39% | 41.76%-23.4pp | 777.93%-759.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,399 | $3,284+125.3% | $4,323+71.2% | $4,299+72.1% |
| Admin fee / account holder | $5,969 | $4,976+19.9% | $7,391-19.2% | $6,940-14.0% |