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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 | $135,864 | $118,875+14.3% | $96,572+40.7% | $167,553-18.9% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 15.17% | 50.50%-35.3pp | 37.79%-22.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,185 | $4,617-31.0% | $3,850-17.3% | $6,343-49.8% |
| Admin fee / account holder | $2,466 | $8,070-69.4% | $6,183-60.1% | $12,316-80.0% |