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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 | $149,721 | $154,209-2.9% | $130,062+15.1% | $139,487+7.3% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.5%-26.3pp | 80.3%-28.2pp |
| Annual return | 16.72% | 32.52%-15.8pp | -137.37%+154.1pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,408 | $6,709-19.4% | $5,821-7.1% | $6,713-19.4% |
| Admin fee / account holder | $6,497 | $13,988-53.6% | $10,601-38.7% | $11,407-43.0% |