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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 | $138,173 | $116,203+18.9% | $93,621+47.6% | $152,909-9.6% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.8%-32.1pp | 82.5%-38.7pp |
| Annual return | 12.42% | 35.96%-23.5pp | 32.76%-20.3pp | 345.46%-333.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,623 | $4,605-64.7% | $4,070-60.1% | $5,851-72.3% |
| Admin fee / account holder | $609 | $10,751-94.3% | $7,890-92.3% | $11,601-94.7% |