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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 | $147,452 | $152,619-3.4% | $125,195+17.8% | $152,909-3.6% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 14.89% | 54.85%-40.0pp | 43.79%-28.9pp | 345.46%-330.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,908 | $5,869-50.5% | $4,937-41.1% | $5,851-50.3% |
| Admin fee / account holder | $6,098 | $13,437-54.6% | $9,704-37.2% | $11,601-47.4% |