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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 | $116,752 | $152,612-23.5% | $125,192-6.7% | $152,897-23.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 15.42% | 54.85%-39.4pp | 43.79%-28.4pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,085 | $5,868-13.4% | $4,937+3.0% | $5,851-13.1% |
| Admin fee / account holder | $27,664 | $13,437+105.9% | $9,704+185.1% | $11,599+138.5% |