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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 | $225,067 | $154,159+46.0% | $130,026+73.1% | $139,456+61.4% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 14.00% | 32.50%-18.5pp | -137.26%+151.3pp | 373.45%-359.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,122 | $6,710-38.6% | $5,821-29.2% | $6,711-38.6% |
| Admin fee / account holder | $1,072 | $14,001-92.3% | $10,608-89.9% | $11,407-90.6% |