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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 | $144,800 | $102,595+41.1% | $94,057+53.9% | $154,746-6.4% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 18.87% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,340 | $5,118-34.7% | $4,709-29.1% | $6,730-50.4% |
| Admin fee / account holder | $1,906 | $7,736-75.4% | $7,244-73.7% | $14,365-86.7% |