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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 | $145,299 | $127,790+13.7% | $106,555+36.4% | $167,536-13.3% |
| Participation rate | 63.2% | 78.3%-15.1pp | 76.1%-13.0pp | 82.1%-19.0pp |
| Annual return | 17.02% | 33.88%-16.9pp | 26.80%-9.8pp | 478.82%-461.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,517 | $5,088-50.5% | $4,399-42.8% | $6,342-60.3% |
| Admin fee / account holder | $14,096 | $11,229+25.5% | $7,408+90.3% | $12,315+14.5% |