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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 | $146,195 | $124,346+17.6% | $111,306+31.3% | $167,553-12.7% |
| Participation rate | 26.7% | 79.6%-53.0pp | 77.3%-50.7pp | 82.1%-55.4pp |
| Annual return | 18.08% | 37.46%-19.4pp | 54.67%-36.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,547 | $5,182-31.5% | $4,488-21.0% | $6,343-44.1% |
| Admin fee / account holder | $599 | $10,623-94.4% | $7,966-92.5% | $12,316-95.1% |