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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 | $161,797 | $197,637-18.1% | $177,848-9.0% | $158,982+1.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 12.56% | 58.77%-46.2pp | 48.33%-35.8pp | 302.99%-290.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,747 | $8,405-43.5% | $7,714-38.5% | $5,983-20.7% |
| Admin fee / account holder | $199,998 | $15,406+1198.2% | $12,431+1508.8% | $11,252+1677.5% |