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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 | $163,776 | $109,908+49.0% | $97,161+68.6% | $145,978+12.2% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 13.59% | 243.80%-230.2pp | 75.36%-61.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,087 | $4,679-34.0% | $4,265-27.6% | $6,690-53.9% |
| Admin fee / account holder | $444 | $6,213-92.8% | $5,647-92.1% | $13,400-96.7% |