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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 | $141,628 | $111,535+27.0% | $105,223+34.6% | $137,256+3.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 17.80% | 237.85%-220.1pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,853 | $5,500-66.3% | $5,072-63.5% | $6,407-71.1% |
| Admin fee / account holder | $7,891 | $9,721-18.8% | $8,859-10.9% | $12,270-35.7% |