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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 | $145,435 | $117,829+23.4% | $102,423+42.0% | $145,877-0.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 15.37% | 31.83%-16.5pp | 29.42%-14.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,818 | $5,732-15.9% | $5,054-4.7% | $6,691-28.0% |
| Admin fee / account holder | $3,804 | $13,335-71.5% | $9,455-59.8% | $13,402-71.6% |