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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 | $139,727 | $148,558-5.9% | $135,925+2.8% | $139,427+0.2% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 13.79% | 79.22%-65.4pp | 68.25%-54.5pp | 373.27%-359.5pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,173 | $8,101-60.8% | $7,759-59.1% | $6,711-52.7% |
| Admin fee / account holder | $51,770 | $12,401+317.4% | $10,764+381.0% | $11,404+354.0% |