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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 | $138,012 | $106,247+29.9% | $96,515+43.0% | $139,466-1.0% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.3%-28.5pp | 80.3%-34.5pp |
| Annual return | 19.29% | 38.47%-19.2pp | 35.73%-16.4pp | 373.66%-354.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,824 | $5,456-29.9% | $4,880-21.6% | $6,712-43.0% |
| Admin fee / account holder | $24,567 | $7,885+211.6% | $6,735+264.7% | $11,409+115.3% |