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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 | $150,686 | $152,612-1.3% | $125,192+20.4% | $152,897-1.4% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.5%-39.6pp |
| Annual return | 21.86% | 54.85%-33.0pp | 43.79%-21.9pp | 345.43%-323.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,336 | $5,868+25.0% | $4,937+48.6% | $5,851+25.4% |
| Admin fee / account holder | $1,440 | $13,437-89.3% | $9,704-85.2% | $11,599-87.6% |