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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 | $162,081 | $154,193+5.1% | $130,045+24.6% | $139,466+16.2% |
| Participation rate | 65.2% | 82.0%-16.7pp | 78.5%-13.3pp | 80.3%-15.1pp |
| Annual return | 18.83% | 32.51%-13.7pp | -137.30%+156.1pp | 373.66%-354.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,764 | $6,709-43.9% | $5,820-35.3% | $6,712-43.9% |
| Admin fee / account holder | $22,370 | $13,989+59.9% | $10,600+111.0% | $11,409+96.1% |