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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 | $153,765 | $96,268+59.7% | $143,412+7.2% | $86,983+76.8% |
| Participation rate | 53.5% | 74.6%-21.1pp | 78.5%-25.0pp | 69.5%-16.1pp |
| Annual return | 18.52% | 25.47%-6.9pp | 256.99%-238.5pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,748-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,207 | $6,001-46.6% | $6,816-52.9% | $4,194-23.5% |
| Admin fee / account holder | $4,356 | $7,778-44.0% | $11,396-61.8% | $7,856-44.6% |