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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 | $150,161 | $101,618+47.8% | $93,063+61.4% | $137,256+9.4% |
| Participation rate | 54.5% | 74.9%-20.4pp | 72.1%-17.6pp | 80.0%-25.4pp |
| Annual return | 18.31% | 223.95%-205.6pp | 34.15%-15.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,610 | $4,279-15.6% | $3,958-8.8% | $6,407-43.6% |
| Admin fee / account holder | $1,430 | $6,198-76.9% | $6,033-76.3% | $12,270-88.3% |