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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 | $163,107 | $91,198+78.8% | $178,503-8.6% | $79,856+104.3% |
| Participation rate | 51.7% | 69.2%-17.5pp | 81.9%-30.2pp | 69.6%-17.9pp |
| Annual return | 14.00% | 24.20%-10.2pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,189 | $3,237+60.3% | $5,202-0.3% | $3,741+38.7% |
| Admin fee / account holder | $34,401 | $6,748+409.8% | $13,987+145.9% | $5,306+548.3% |