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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 | $146,445 | $118,496+23.6% | $98,461+48.7% | $139,466+5.0% |
| Participation rate | 52.2% | 77.5%-25.3pp | 75.2%-23.0pp | 80.3%-28.2pp |
| Annual return | 12.45% | 18.96%-6.5pp | 21.17%-8.7pp | 373.66%-361.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,727 | $5,393-49.4% | $4,738-42.4% | $6,712-59.4% |
| Admin fee / account holder | $25,569 | $14,056+81.9% | $8,961+185.3% | $11,409+124.1% |