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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 | $70,366+111.0% | $66,674+122.7% | $138,895+6.9% |
| Participation rate | 35.7% | 76.2%-40.5pp | 73.7%-38.0pp | 79.9%-44.2pp |
| Annual return | 16.55% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,041 | $4,374-53.3% | $4,084-50.0% | $6,396-68.1% |
| Admin fee / account holder | $492 | $5,262-90.7% | $5,098-90.4% | $12,562-96.1% |