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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 | $143,529 | $201,370-28.7% | $184,256-22.1% | $145,897-1.6% |
| Participation rate | 38.9% | 87.5%-48.6pp | 86.8%-47.9pp | 80.3%-41.4pp |
| Annual return | 13.36% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,208 | $9,808-67.3% | $9,133-64.9% | $6,689-52.0% |
| Admin fee / account holder | $8,602 | $16,364-47.4% | $13,899-38.1% | $13,390-35.8% |