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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 | $138,040 | $150,207-8.1% | $120,380+14.7% | $145,978-5.4% |
| Participation rate | 15.0% | 78.8%-63.8pp | 71.9%-56.9pp | 80.3%-65.3pp |
| Annual return | 29.51% | 154.28%-124.8pp | 107.28%-77.8pp | 550.52%-521.0pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,000 | $6,175-51.4% | $4,992-39.9% | $6,690-55.2% |
| Admin fee / account holder | $1,412 | $12,203-88.4% | $9,421-85.0% | $13,400-89.5% |