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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 | $132,450 | $152,587-13.2% | $125,175+5.8% | $152,870-13.4% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.4%-37.0pp |
| Annual return | 30.31% | 54.84%-24.5pp | 43.79%-13.5pp | 345.34%-315.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $26,379 | $5,868+349.5% | $4,937+434.3% | $5,850+350.9% |
| Admin fee / account holder | $40,923 | $13,434+204.6% | $9,702+321.8% | $11,597+252.9% |