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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 | $151,200 | $113,941+32.7% | $94,229+60.5% | $125,389+20.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 0.33% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,440 | $5,179-33.6% | $4,320-20.4% | $5,352-35.7% |
| Admin fee / account holder | $57,479 | $8,392+585.0% | $6,269+816.8% | $9,541+502.5% |