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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 | $140,816 | $228,395-38.3% | $185,861-24.2% | $158,982-11.4% |
| Participation rate | 55.6% | 82.3%-26.8pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 10.87% | 40.82%-29.9pp | 35.96%-25.1pp | 302.99%-292.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,034 | $6,417-68.3% | $5,634-63.9% | $5,983-66.0% |
| Admin fee / account holder | $77,438 | $11,869+552.4% | $9,503+714.8% | $11,252+588.2% |