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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 | $146,954 | $97,289+51.0% | $92,805+58.3% | $155,188-5.3% |
| Participation rate | 54.5% | 84.2%-29.6pp | 83.5%-29.0pp | 80.8%-26.3pp |
| Annual return | 12.04% | 29.03%-17.0pp | 31.59%-19.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,604 | $8,795-59.0% | $8,448-57.3% | $6,531-44.8% |
| Admin fee / account holder | $811 | $12,015-93.2% | $10,911-92.6% | $14,480-94.4% |