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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 | $136,119 | $209,336-35.0% | $197,124-30.9% | $137,256-0.8% |
| Participation rate | 45.5% | 87.3%-41.8pp | 86.7%-41.3pp | 80.0%-34.5pp |
| Annual return | 12.79% | 48.09%-35.3pp | 44.34%-31.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,753 | $9,614-50.6% | $9,135-48.0% | $6,407-25.8% |
| Admin fee / account holder | $62,246 | $17,308+259.6% | $16,298+281.9% | $12,270+407.3% |