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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 | $134,330 | $109,344+22.9% | $89,400+50.3% | $158,950-15.5% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 24.48% | 345.73%-321.3pp | 245.64%-221.2pp | 302.91%-278.4pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,667 | $4,599+88.4% | $3,890+122.8% | $5,983+44.9% |
| Admin fee / account holder | $511 | $6,154-91.7% | $4,882-89.5% | $11,248-95.5% |