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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 | $151,287 | $176,794-14.4% | $146,647+3.2% | $167,553-9.7% |
| Participation rate | 56.3% | 83.6%-27.4pp | 80.1%-23.8pp | 82.1%-25.9pp |
| Annual return | 18.53% | 24.04%-5.5pp | 22.75%-4.2pp | 478.89%-460.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,053 | $6,440+9.5% | $5,506+28.1% | $6,343+11.2% |
| Admin fee / account holder | $45,079 | $13,262+239.9% | $10,281+338.5% | $12,316+266.0% |