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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 | $175,830 | $182,442-3.6% | $163,379+7.6% | $138,895+26.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 20.95% | 72.74%-51.8pp | 63.41%-42.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,499 | $6,817+127.4% | $6,282+146.7% | $6,396+142.3% |
| Admin fee / account holder | $1,527 | $10,396-85.3% | $9,818-84.4% | $12,562-87.8% |