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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 | $149,429 | $157,829-5.3% | $136,867+9.2% | $198,609-24.8% |
| Participation rate | 41.7% | 77.2%-35.5pp | 74.5%-32.9pp | 82.4%-40.7pp |
| Annual return | 13.47% | 51.25%-37.8pp | 42.97%-29.5pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,174 | $5,463+159.4% | $4,924+187.9% | $6,977+103.2% |
| Admin fee / account holder | $37,788 | $11,107+240.2% | $10,340+265.4% | $19,030+98.6% |