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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 | $126,786 | $111,535+13.7% | $105,223+20.5% | $137,256-7.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 14.60% | 237.85%-223.3pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,976 | $5,500-45.9% | $5,072-41.3% | $6,407-53.5% |
| Admin fee / account holder | $38,547 | $9,721+296.5% | $8,859+335.1% | $12,270+214.2% |