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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 | $139,548 | $111,535+25.1% | $105,223+32.6% | $137,256+1.7% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 80.0%-15.3pp |
| Annual return | 12.90% | 237.85%-225.0pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,964 | $5,500+8.4% | $5,072+17.6% | $6,407-6.9% |
| Admin fee / account holder | $47,883 | $9,721+392.6% | $8,859+440.5% | $12,270+290.2% |