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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 | $194,565 | $110,379+76.3% | $102,412+90.0% | $145,884+33.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.29% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,456 | $5,622-20.7% | $5,060-11.9% | $6,690-33.4% |
| Admin fee / account holder | $5,512 | $9,745-43.4% | $8,388-34.3% | $13,392-58.8% |