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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 | $133,295 | $107,363+24.2% | $92,909+43.5% | $152,897-12.8% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.5%-38.7pp |
| Annual return | 14.58% | 145.63%-131.0pp | 109.44%-94.9pp | 345.43%-330.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,066 | $4,848+45.8% | $4,238+66.7% | $5,851+20.8% |
| Admin fee / account holder | $4,009 | $7,082-43.4% | $5,795-30.8% | $11,599-65.4% |