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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 | $115,703 | $125,184-7.6% | $105,607+9.6% | $145,884-20.7% |
| Participation rate | 35.3% | 77.6%-42.3pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 10.05% | 225.00%-214.9pp | 116.11%-106.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,207 | $5,714-43.9% | $5,011-36.0% | $6,690-52.1% |
| Admin fee / account holder | $163,124 | $17,133+852.1% | $10,958+1388.6% | $13,392+1118.1% |