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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 | $146,632 | $166,268-11.8% | $165,100-11.2% | $145,897+0.5% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 9.04% | 100.52%-91.5pp | 70.21%-61.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,844 | $6,964-30.4% | $6,035-19.7% | $6,689-27.6% |
| Admin fee / account holder | $35,337 | $16,659+112.1% | $12,696+178.3% | $13,390+163.9% |