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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 | $132,177 | $117,895+12.1% | $102,460+29.0% | $145,897-9.4% |
| Participation rate | 45.8% | 78.6%-32.8pp | 76.5%-30.7pp | 80.3%-34.5pp |
| Annual return | 11.10% | 31.92%-20.8pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,751 | $5,736-17.2% | $5,056-6.0% | $6,689-29.0% |
| Admin fee / account holder | $72,701 | $13,353+444.5% | $9,460+668.5% | $13,390+442.9% |