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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 | $148,256 | $104,709+41.6% | $85,705+73.0% | $167,553-11.5% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.9%-44.9pp | 82.1%-57.1pp |
| Annual return | 11.73% | 21.45%-9.7pp | 21.49%-9.8pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,259 | $4,827-73.9% | $3,924-67.9% | $6,343-80.2% |
| Admin fee / account holder | $24,125 | $10,036+140.4% | $6,877+250.8% | $12,316+95.9% |