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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 | $152,084 | $102,422+48.5% | $147,117+3.4% | $80,959+87.9% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 12.58% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,157 | $6,652-37.5% | $8,065-48.5% | $4,300-3.3% |
| Admin fee / account holder | $5,711 | $7,953-28.2% | $12,993-56.0% | $6,925-17.5% |