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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 | $165,818 | $176,105-5.8% | $159,474+4.0% | $167,536-1.0% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 15.49% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,714 | $7,751-52.1% | $7,353-49.5% | $6,342-41.4% |
| Admin fee / account holder | $118,149 | $12,559+840.7% | $10,802+993.7% | $12,315+859.4% |