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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 | $160,487 | $117,895+36.1% | $102,460+56.6% | $145,897+10.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.17% | 31.92%-13.8pp | 29.47%-11.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,374 | $5,736-41.2% | $5,056-33.3% | $6,689-49.6% |
| Admin fee / account holder | $468 | $13,353-96.5% | $9,460-95.0% | $13,390-96.5% |