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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 | $160,149 | $123,155+30.0% | $108,753+47.3% | $155,188+3.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 12.02% | 44.73%-32.7pp | 37.47%-25.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $3 | $2,811-99.9% | $2,427-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $4,129 | $4,623-10.7% | $4,115+0.4% | $6,531-36.8% |
| Admin fee / account holder | $5,864 | $12,126-51.6% | $10,320-43.2% | $14,480-59.5% |