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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 | $166,889 | $117,904+41.5% | $102,457+62.9% | $145,978+14.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 16.46% | 31.80%-15.3pp | 29.41%-12.9pp | 550.52%-534.1pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,008 | $5,733+57.1% | $5,054+78.2% | $6,690+34.7% |
| Admin fee / account holder | $2,327 | $13,329-82.5% | $9,451-75.4% | $13,400-82.6% |