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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 | $123,624 | $110,337+12.0% | $102,383+20.7% | $145,877-15.3% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 12.39% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,733 | $5,621+55.4% | $5,060+72.6% | $6,691+30.5% |
| Admin fee / account holder | $8,332 | $9,750-14.5% | $8,391-0.7% | $13,402-37.8% |