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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 | $135,753 | $72,071+88.4% | $68,368+98.6% | $137,256-1.1% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.8%-34.9pp | 80.0%-41.1pp |
| Annual return | 13.52% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,473 | $4,410-43.9% | $4,123-40.0% | $6,407-61.4% |
| Admin fee / account holder | $7,471 | $5,336+40.0% | $5,150+45.1% | $12,270-39.1% |