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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 | $211,447 | $226,105-6.5% | $182,540+15.8% | $152,897+38.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 20.57% | 192.58%-172.0pp | 148.58%-128.0pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,577 | $6,370-43.8% | $5,525-35.3% | $5,851-38.9% |
| Admin fee / account holder | $81,121 | $10,706+657.7% | $8,593+844.0% | $11,599+599.4% |