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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 | $144,619 | $125,184+15.5% | $105,607+36.9% | $145,884-0.9% |
| Participation rate | 22.2% | 77.6%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 11.52% | 225.00%-213.5pp | 116.11%-104.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,667 | $5,714+104.2% | $5,011+132.8% | $6,690+74.4% |
| Admin fee / account holder | $2,701 | $17,133-84.2% | $10,958-75.4% | $13,392-79.8% |