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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 | $149,070 | $105,960+40.7% | $81,726+82.4% | $158,982-6.2% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 9.03% | 38.19%-29.2pp | 29.49%-20.5pp | 302.99%-294.0pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,251 | $13,011-90.4% | $7,108-82.4% | $5,983-79.1% |
| Admin fee / account holder | $23,789 | $8,494+180.0% | $5,160+361.0% | $11,252+111.4% |