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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 | $146,330 | $146,2670% | $197,124-25.8% | $82,448+77.5% |
| Participation rate | 63.3% | 84.0%-20.7pp | 86.7%-23.4pp | 68.1%-4.7pp |
| Annual return | 14.81% | 29.61%-14.8pp | 44.34%-29.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,874 | $7,035-30.7% | $9,135-46.6% | $4,139+17.7% |
| Admin fee / account holder | $24,403 | $14,422+69.2% | $16,298+49.7% | $7,234+237.3% |