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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 | $142,064 | $100,139+41.9% | $85,187+66.8% | $145,884-2.6% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 18.86% | 84.15%-65.3pp | 66.67%-47.8pp | 551.85%-533.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,146 | $5,296-21.7% | $4,525-8.4% | $6,690-38.0% |
| Admin fee / account holder | $1,023 | $7,262-85.9% | $6,162-83.4% | $13,392-92.4% |