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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 | $152,314 | $124,351+22.5% | $109,188+39.5% | $167,553-9.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 9.84% | 26.04%-16.2pp | 25.76%-15.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,850 | $5,257+106.4% | $4,654+133.1% | $6,343+71.1% |
| Admin fee / account holder | $4,667 | $7,975-41.5% | $6,755-30.9% | $12,316-62.1% |