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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 | $194,359 | $129,737+49.8% | $119,126+63.2% | $154,746+25.6% |
| Participation rate | 36.8% | 78.9%-42.0pp | 75.8%-38.9pp | 80.7%-43.9pp |
| Annual return | 13.30% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,888 | $5,842-50.6% | $5,318-45.7% | $6,730-57.1% |
| Admin fee / account holder | $9,778 | $11,961-18.3% | $10,693-8.6% | $14,365-31.9% |