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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 | $151,740 | $124,346+22.0% | $111,306+36.3% | $167,553-9.4% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 16.09% | 37.46%-21.4pp | 54.67%-38.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,129 | $5,182-1.0% | $4,488+14.3% | $6,343-19.1% |
| Admin fee / account holder | $249,993 | $10,623+2253.3% | $7,966+3038.3% | $12,316+1929.8% |