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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 | $145,879 | $162,821-10.4% | $133,978+8.9% | $158,982-8.2% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 16.78% | 41.95%-25.2pp | 45.10%-28.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $26,345 | $5,910+345.7% | $5,047+421.9% | $5,983+340.3% |
| Admin fee / account holder | $46,949 | $11,742+299.8% | $8,930+425.7% | $11,252+317.3% |