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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 | $181,291 | $124,346+45.8% | $111,306+62.9% | $167,553+8.2% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 13.71% | 37.46%-23.7pp | 54.67%-41.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,706 | $5,182+10.1% | $4,488+27.1% | $6,343-10.0% |
| Admin fee / account holder | $32,226 | $10,623+203.4% | $7,966+304.6% | $12,316+161.7% |