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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 | $124,269 | $117,895+5.4% | $102,460+21.3% | $145,897-14.8% |
| Participation rate | 68.2% | 78.6%-10.5pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 10.67% | 31.92%-21.3pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,151 | $5,736+24.7% | $5,056+41.4% | $6,689+6.9% |
| Admin fee / account holder | $62,477 | $13,353+367.9% | $9,460+560.4% | $13,390+366.6% |