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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 | $130,142 | $69,248+87.9% | $64,101+103.0% | $139,466-6.7% |
| Participation rate | 14.3% | 75.6%-61.3pp | 72.3%-58.0pp | 80.3%-66.0pp |
| Annual return | 14.57% | 45.95%-31.4pp | 33.72%-19.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,574 | $4,682+104.5% | $3,881+146.7% | $6,712+42.6% |
| Admin fee / account holder | $1,926 | $4,247-54.6% | $3,070-37.3% | $11,409-83.1% |