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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 | $177,972 | $85,024+109.3% | $70,544+152.3% | $139,466+27.6% |
| Participation rate | 38.9% | 73.9%-35.0pp | 68.4%-29.5pp | 80.3%-41.4pp |
| Annual return | 11.26% | 30.39%-19.1pp | 32.79%-21.5pp | 373.66%-362.4pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,342 | $5,891+24.6% | $4,568+60.7% | $6,712+9.4% |
| Admin fee / account holder | $41,045 | $8,928+359.7% | $6,427+538.6% | $11,409+259.8% |