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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 | $156,333 | $101,063+54.7% | $81,473+91.9% | $147,586+5.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 13.16% | 32.41%-19.2pp | 38.78%-25.6pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,269 | $4,242+0.6% | $3,537+20.7% | $5,439-21.5% |
| Admin fee / account holder | $3,904 | $5,812-32.8% | $4,561-14.4% | $10,886-64.1% |