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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 | $176,547 | $125,778+40.4% | $114,563+54.1% | $154,746+14.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 17.19% | 295.14%-277.9pp | 241.09%-223.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,600 | $4,445+26.0% | $4,142+35.2% | $6,730-16.8% |
| Admin fee / account holder | $1,649 | $8,190-79.9% | $7,623-78.4% | $14,365-88.5% |