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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 | $134,739 | $157,829-14.6% | $136,867-1.6% | $198,609-32.2% |
| Participation rate | 69.6% | 77.2%-7.6pp | 74.5%-5.0pp | 82.4%-12.8pp |
| Annual return | 14.34% | 51.25%-36.9pp | 42.97%-28.6pp | 202.70%-188.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,118 | $5,463+30.3% | $4,924+44.6% | $6,977+2.0% |
| Admin fee / account holder | $6,252 | $11,107-43.7% | $10,340-39.5% | $19,030-67.1% |