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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 | $121,427 | $226,090-46.3% | $182,531-33.5% | $152,885-20.6% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.0%-36.3pp | 82.5%-40.8pp |
| Annual return | 26.53% | 192.57%-166.0pp | 148.57%-122.0pp | 345.39%-318.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,675 | $6,369-73.7% | $5,525-69.7% | $5,851-71.4% |
| Admin fee / account holder | $65,100 | $10,705+508.1% | $8,593+657.6% | $11,598+461.3% |