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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 | $148,629-6.0% | $135,982+2.8% | $139,487+0.2% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 13.79% | 79.33%-65.5pp | 68.32%-54.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,173 | $8,102-60.8% | $7,760-59.1% | $6,713-52.7% |
| Admin fee / account holder | $51,770 | $12,406+317.3% | $10,767+380.8% | $11,407+353.8% |