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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 | $160,028-1.8% | $147,080+6.9% | $145,884+7.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.91% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,913 | $8,422-29.8% | $8,066-26.7% | $6,690-11.6% |
| Admin fee / account holder | $57,251 | $15,030+280.9% | $12,989+340.8% | $13,392+327.5% |