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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 | $158,671 | $166,242-4.6% | $165,071-3.9% | $145,884+8.8% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 14.94% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,047 | $6,964-27.5% | $6,035-16.4% | $6,690-24.5% |
| Admin fee / account holder | $2,952 | $16,658-82.3% | $12,695-76.7% | $13,392-78.0% |