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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 | $184,196 | $211,239-12.8% | $178,528+3.2% | $145,877+26.3% |
| Participation rate | 34.8% | 80.8%-46.0pp | 77.1%-42.3pp | 80.3%-45.5pp |
| Annual return | 16.82% | 30.22%-13.4pp | 27.11%-10.3pp | 551.28%-534.5pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,817 | $6,963+26.6% | $6,278+40.4% | $6,691+31.8% |
| Admin fee / account holder | $38,857 | $12,095+221.3% | $10,419+272.9% | $13,402+189.9% |