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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 | $113,063 | $70,666+60.0% | $169,385-33.3% | $75,181+50.4% |
| Participation rate | 59.0% | 64.8%-5.8pp | 77.2%-18.1pp | 67.2%-8.2pp |
| Annual return | 20.08% | 36.37%-16.3pp | 405.82%-385.7pp | 160.69%-140.6pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,330 | $4,308+23.7% | $6,221-14.3% | $4,126+29.2% |
| Admin fee / account holder | $31,203 | $5,402+477.6% | $9,011+246.3% | $5,650+452.3% |