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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 | $160,841 | $171,492-6.2% | $150,734+6.7% | $198,609-19.0% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 15.95% | 804.70%-788.8pp | 600.81%-584.9pp | 202.70%-186.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,842 | $6,259-54.6% | $5,610-49.3% | $6,977-59.3% |
| Admin fee / account holder | $1,556 | $17,628-91.2% | $14,905-89.6% | $19,030-91.8% |