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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 | $140,857 | $91,559+53.8% | $133,978+5.1% | $79,856+76.4% |
| Participation rate | 48.2% | 73.3%-25.1pp | 79.8%-31.6pp | 69.6%-21.4pp |
| Annual return | 12.98% | 61.85%-48.9pp | 45.10%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,514 | $3,734+20.9% | $5,047-10.6% | $3,741+20.7% |
| Admin fee / account holder | $58,633 | $6,321+827.6% | $8,930+556.6% | $5,306+1004.9% |