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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 | $130,401 | $125,797+3.7% | $170,043-23.3% | $75,173+73.5% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.0%-19.1pp | 67.2%+0.7pp |
| Annual return | 15.10% | 27.20%-12.1pp | 53.40%-38.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,934 | $6,838-27.8% | $10,410-52.6% | $4,126+19.6% |
| Admin fee / account holder | $22,877 | $8,177+179.8% | $12,824+78.4% | $5,651+304.9% |