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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 | $72,314 | $165,381-56.3% | $149,730-51.7% | $158,966-54.5% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 12.41% | 348.29%-335.9pp | 276.70%-264.3pp | 302.95%-290.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,615 | $7,182-49.7% | $6,843-47.2% | $5,983-39.6% |
| Admin fee / account holder | $161,057 | $10,809+1390.0% | $9,310+1629.8% | $11,250+1331.6% |