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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 | $141,396 | $148,629-4.9% | $135,982+4.0% | $139,487+1.4% |
| Participation rate | 45.8% | 83.9%-38.0pp | 81.9%-36.1pp | 80.3%-34.5pp |
| Annual return | 21.05% | 79.33%-58.3pp | 68.32%-47.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,532 | $8,102-44.1% | $7,760-41.6% | $6,713-32.5% |
| Admin fee / account holder | $51,946 | $12,406+318.7% | $10,767+382.4% | $11,407+355.4% |