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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 | $145,424 | $78,707+84.8% | $117,861+23.4% | $70,126+107.4% |
| Participation rate | 48.9% | 73.2%-24.3pp | 79.7%-30.8pp | 69.5%-20.7pp |
| Annual return | 14.79% | 23.30%-8.5pp | 335.11%-320.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,987 | $3,297+81.6% | $4,482+33.6% | $3,332+79.7% |
| Admin fee / account holder | $2,599 | $5,066-48.7% | $8,021-67.6% | $4,645-44.1% |