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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 | $136,344 | $98,776+38.0% | $149,745-8.9% | $79,856+70.7% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.5pp |
| Annual return | 16.49% | 27.38%-10.9pp | 276.72%-260.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,196 | $5,681+61.9% | $6,843+34.4% | $3,741+145.8% |
| Admin fee / account holder | $2,571 | $6,053-57.5% | $9,312-72.4% | $5,306-51.6% |