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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 | $160,766 | $201,264-20.1% | $184,185-12.7% | $145,978+10.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.27% | 29.00%-18.7pp | 28.81%-18.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,112 | $9,806-68.3% | $9,132-65.9% | $6,690-53.5% |
| Admin fee / account holder | $91,698 | $16,376+460.0% | $13,909+559.3% | $13,400+584.3% |