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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 | $159,479 | $77,908+104.7% | $149,696+6.5% | $75,173+112.1% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 23.85% | 31.73%-7.9pp | 134.46%-110.6pp | 160.72%-136.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,711 | $3,411-20.5% | $5,682-52.3% | $4,126-34.3% |
| Admin fee / account holder | $23,580 | $5,950+296.3% | $13,212+78.5% | $5,651+317.3% |