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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 | $173,641 | $132,634+30.9% | $115,768+50.0% | $137,256+26.5% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.4%-20.5pp | 80.0%-26.1pp |
| Annual return | 13.78% | 160.70%-146.9pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,175 | $5,619-7.9% | $4,917+5.3% | $6,407-19.2% |
| Admin fee / account holder | $2,396 | $15,028-84.1% | $12,439-80.7% | $12,270-80.5% |