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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 | $145,276 | $125,190+16.0% | $105,624+37.5% | $145,897-0.4% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.9pp |
| Annual return | 15.35% | 225.22%-209.9pp | 116.20%-100.9pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,951 | $5,716-65.9% | $5,013-61.1% | $6,689-70.8% |
| Admin fee / account holder | $3,088 | $17,138-82.0% | $10,961-71.8% | $13,390-76.9% |