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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 | $145,167 | $178,174-18.5% | $156,181-7.1% | $137,256+5.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 12.48% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,412 | $6,888-35.9% | $6,132-28.0% | $6,407-31.1% |
| Admin fee / account holder | $56,516 | $17,404+224.7% | $14,586+287.5% | $12,270+360.6% |