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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 | $157,227 | $159,978-1.7% | $147,041+6.9% | $145,978+7.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.91% | 98.36%-81.5pp | 419.21%-402.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,913 | $8,429-29.9% | $8,071-26.7% | $6,690-11.6% |
| Admin fee / account holder | $57,251 | $15,053+280.3% | $13,006+340.2% | $13,400+327.2% |