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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 | $139,089 | $103,392+34.5% | $87,104+59.7% | $152,897-9.0% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 20.64% | 28.10%-7.5pp | 28.19%-7.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,333 | $4,778+32.5% | $4,048+56.4% | $5,851+8.2% |
| Admin fee / account holder | $46,713 | $12,194+283.1% | $7,491+523.6% | $11,599+302.7% |