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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 | $147,113 | $109,359+34.5% | $162,185-9.3% | $72,976+101.6% |
| Participation rate | 47.4% | 84.3%-36.9pp | 87.6%-40.2pp | 69.5%-22.1pp |
| Annual return | 18.58% | 25.46%-6.9pp | 115.61%-97.0pp | 81.02%-62.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,250 | $5,481-22.5% | $7,297-41.8% | $3,608+17.8% |
| Admin fee / account holder | $84,997 | $7,972+966.2% | $10,844+683.8% | $5,124+1558.8% |