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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 | $141,882 | $106,894+32.7% | $84,016+68.9% | $152,870-7.2% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.4%-24.1pp |
| Annual return | 18.78% | 104.99%-86.2pp | 71.31%-52.5pp | 345.34%-326.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,837 | $4,011+45.5% | $3,239+80.2% | $5,850-0.2% |
| Admin fee / account holder | $1,216 | $8,286-85.3% | $6,101-80.1% | $11,597-89.5% |