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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 | $148,448 | $111,830+32.7% | $93,696+58.4% | $145,884+1.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 8.93% | 204.08%-195.1pp | 133.74%-124.8pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,028 | $4,920-58.8% | $4,417-54.1% | $6,690-69.7% |
| Admin fee / account holder | $3,479 | $10,249-66.1% | $8,287-58.0% | $13,392-74.0% |