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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 | $177,513 | $228,352-22.3% | $185,827-4.5% | $158,950+11.7% |
| Participation rate | 52.9% | 82.3%-29.4pp | 78.0%-25.1pp | 82.0%-29.0pp |
| Annual return | 14.57% | 40.81%-26.2pp | 35.96%-21.4pp | 302.91%-288.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,022 | $6,416-6.1% | $5,633+6.9% | $5,983+0.7% |
| Admin fee / account holder | $39,624 | $11,867+233.9% | $9,502+317.0% | $11,248+252.3% |