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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 | $100,022 | $211,946-52.8% | $169,452-41.0% | $135,382-26.1% |
| Participation rate | 55.6% | 82.6%-27.1pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | 26.43% | 3.26%+23.2pp | 1.83%+24.6pp | 519.77%-493.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,011 | $6,075-50.4% | $5,277-42.9% | $5,609-46.3% |
| Admin fee / account holder | $18,482 | $11,472+61.1% | $9,110+102.9% | $10,829+70.7% |