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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 | $136,119 | $227,291-40.1% | $214,702-36.6% | $155,188-12.3% |
| Participation rate | 45.5% | 88.0%-42.5pp | 87.5%-42.0pp | 80.8%-35.3pp |
| Annual return | 12.79% | 60.08%-47.3pp | 54.55%-41.8pp | 148.84%-136.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,753 | $9,582-50.4% | $9,147-48.0% | $6,531-27.2% |
| Admin fee / account holder | $62,246 | $20,413+204.9% | $19,830+213.9% | $14,480+329.9% |