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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 | $197,594-18.1% | $177,822-9.0% | $158,931+1.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 12.56% | 58.76%-46.2pp | 48.32%-35.8pp | 302.86%-290.3pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,747 | $8,405-43.5% | $7,714-38.5% | $5,982-20.6% |
| Admin fee / account holder | $199,998 | $15,400+1198.7% | $12,428+1509.3% | $11,247+1678.3% |