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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 | $149,293 | $85,171+75.3% | $172,753-13.6% | $72,976+104.6% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-8.0pp |
| Annual return | 21.03% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,102 | $3,260+56.5% | $5,198-1.8% | $3,608+41.4% |
| Admin fee / account holder | $5,292 | $5,880-10.0% | $13,956-62.1% | $5,124+3.3% |