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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 | $168,829 | $77,449+118.0% | $69,483+143.0% | $152,909+10.4% |
| Participation rate | 54.5% | 78.1%-23.5pp | 74.6%-20.1pp | 82.5%-27.9pp |
| Annual return | 17.41% | 39.09%-21.7pp | 28.99%-11.6pp | 345.46%-328.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,256 | $4,415+41.7% | $3,537+76.9% | $5,851+6.9% |
| Admin fee / account holder | $139,276 | $6,210+2142.6% | $3,841+3526.0% | $11,601+1100.6% |