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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 | $143,454 | $116,190+23.5% | $93,614+53.2% | $152,885-6.2% |
| Participation rate | 69.6% | 78.0%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 27.54% | 35.96%-8.4pp | 32.76%-5.2pp | 345.39%-317.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,274 | $4,604-7.2% | $4,069+5.0% | $5,851-26.9% |
| Admin fee / account holder | $27,947 | $10,749+160.0% | $7,889+254.2% | $11,598+141.0% |