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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 | $226,083 | $211,105+7.1% | $178,449+26.7% | $145,978+54.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.44% | 30.19%-17.7pp | 27.09%-14.6pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,083 | $6,959-27.0% | $6,277-19.0% | $6,690-24.0% |
| Admin fee / account holder | $55,695 | $12,017+363.5% | $10,362+437.5% | $13,400+315.6% |