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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 | $126,519+14.3% | $106,201+36.2% | $145,959-0.9% |
| Participation rate | 22.2% | 77.7%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 11.52% | 225.10%-213.6pp | 116.26%-104.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,667 | $5,716+104.1% | $5,012+132.8% | $6,689+74.4% |
| Admin fee / account holder | $2,701 | $17,312-84.4% | $11,039-75.5% | $13,398-79.8% |