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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 | $139,719 | $106,918+30.7% | $84,021+66.3% | $152,897-8.6% |
| Participation rate | 42.1% | 75.2%-33.1pp | 69.0%-26.9pp | 82.5%-40.3pp |
| Annual return | 23.39% | 105.01%-81.6pp | 71.32%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,943 | $4,012+23.2% | $3,239+52.6% | $5,851-15.5% |
| Admin fee / account holder | $3,755 | $8,288-54.7% | $6,102-38.5% | $11,599-67.6% |