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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 | $127,479 | $117,895+8.1% | $102,460+24.4% | $145,897-12.6% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 15.76% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,337 | $5,736-59.3% | $5,056-53.8% | $6,689-65.1% |
| Admin fee / account holder | $41,903 | $13,353+213.8% | $9,460+342.9% | $13,390+212.9% |