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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 | $142,468 | $176,402-19.2% | $134,155+6.2% | $158,950-10.4% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 13.59% | 63.66%-50.1pp | 36.34%-22.8pp | 302.91%-289.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,325 | $4,093+79.0% | $3,500+109.3% | $5,983+22.4% |
| Admin fee / account holder | $36,541 | $8,719+319.1% | $6,685+446.6% | $11,248+224.9% |