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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 | $153,804 | $96,524+59.3% | $75,900+102.6% | $152,909+0.6% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.3%-10.2pp | 82.5%-23.4pp |
| Annual return | 20.22% | 33.93%-13.7pp | 30.73%-10.5pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,426 | $4,554-2.8% | $3,604+22.8% | $5,851-24.4% |
| Admin fee / account holder | $10,798 | $8,082+33.6% | $5,421+99.2% | $11,601-6.9% |