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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 | $148,467 | $114,013+30.2% | $103,693+43.2% | $155,188-4.3% |
| Participation rate | 35.7% | 75.2%-39.5pp | 72.6%-36.9pp | 80.8%-45.1pp |
| Annual return | 16.55% | 49.31%-32.8pp | 47.61%-31.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,041 | $4,970-58.9% | $4,579-55.4% | $6,531-68.7% |
| Admin fee / account holder | $492 | $8,407-94.2% | $7,858-93.7% | $14,480-96.6% |