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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 | $158,182 | $105,210+50.3% | $159,487-0.8% | $85,851+84.3% |
| Participation rate | 59.7% | 75.8%-16.0pp | 82.8%-23.1pp | 69.3%-9.6pp |
| Annual return | 22.06% | 45.08%-23.0pp | 263.71%-241.6pp | 318.63%-296.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,341 | $5,946+57.1% | $7,354+27.0% | $3,952+136.3% |
| Admin fee / account holder | $17,113 | $6,934+146.8% | $10,804+58.4% | $6,261+173.3% |