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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 | $127,492 | $105,158+21.2% | $94,672+34.7% | $139,487-8.6% |
| Participation rate | 64.7% | 82.4%-17.7pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 23.97% | 38.11%-14.1pp | 156.89%-132.9pp | 373.84%-349.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $16,037 | $7,599+111.0% | $7,417+116.2% | $6,713+138.9% |
| Admin fee / account holder | $6,263 | $8,972-30.2% | $7,222-13.3% | $11,407-45.1% |