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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 | $114,013+27.0% | $103,693+39.6% | $155,188-6.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 18.87% | 49.31%-30.4pp | 47.61%-28.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,340 | $4,970-32.8% | $4,579-27.1% | $6,531-48.9% |
| Admin fee / account holder | $1,906 | $8,407-77.3% | $7,858-75.7% | $14,480-86.8% |