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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 | $117,776 | $150,412-21.7% | $120,574-2.3% | $145,884-19.3% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 10.77% | 154.50%-143.7pp | 107.42%-96.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,139 | $6,175-16.8% | $4,996+2.9% | $6,690-23.2% |
| Admin fee / account holder | $330,981 | $12,224+2607.7% | $9,445+3404.3% | $13,392+2371.5% |