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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 | $135,817 | $103,008+31.9% | $90,304+50.4% | $152,897-11.2% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.5%-13.7pp |
| Annual return | 18.01% | 95.22%-77.2pp | 78.13%-60.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,564 | $4,281-16.7% | $3,885-8.3% | $5,851-39.1% |
| Admin fee / account holder | $36,084 | $6,175+484.4% | $5,354+574.0% | $11,599+211.1% |