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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 | $144,800 | $157,829-8.3% | $136,867+5.8% | $198,609-27.1% |
| Participation rate | 55.6% | 77.2%-21.6pp | 74.5%-19.0pp | 82.4%-26.8pp |
| Annual return | 18.87% | 51.25%-32.4pp | 42.97%-24.1pp | 202.70%-183.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,340 | $5,463-38.9% | $4,924-32.2% | $6,977-52.1% |
| Admin fee / account holder | $1,906 | $11,107-82.8% | $10,340-81.6% | $19,030-90.0% |