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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 | $178,776 | $116,203+53.8% | $93,621+91.0% | $152,909+16.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.8%-33.0pp | 82.5%-39.6pp |
| Annual return | 24.85% | 35.96%-11.1pp | 32.76%-7.9pp | 345.46%-320.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,403 | $4,605-4.4% | $4,070+8.2% | $5,851-24.8% |
| Admin fee / account holder | $6,085 | $10,751-43.4% | $7,890-22.9% | $11,601-47.5% |