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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 | $123,747 | $203,436-39.2% | $152,466-18.8% | $167,518-26.1% |
| Participation rate | 36.4% | 82.3%-45.9pp | 78.2%-41.8pp | 82.1%-45.7pp |
| Annual return | 14.92% | 13.80%+1.1pp | 757.33%-742.4pp | 478.71%-463.8pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,801 | $6,716-58.3% | $5,820-51.9% | $6,342-55.8% |
| Admin fee / account holder | $65,983 | $22,506+193.2% | $15,805+317.5% | $12,312+435.9% |