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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 | $137,030 | $152,619-10.2% | $125,195+9.5% | $152,909-10.4% |
| Participation rate | 69.6% | 83.3%-13.8pp | 79.8%-10.2pp | 82.5%-12.9pp |
| Annual return | 19.54% | 54.85%-35.3pp | 43.79%-24.3pp | 345.46%-325.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,788 | $5,869-18.4% | $4,937-3.0% | $5,851-18.2% |
| Admin fee / account holder | $78,520 | $13,437+484.3% | $9,704+709.1% | $11,601+576.9% |