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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 | $124,683 | $226,105-44.9% | $182,540-31.7% | $152,897-18.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 21.71% | 192.58%-170.9pp | 148.58%-126.9pp | 345.43%-323.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,258 | $6,370-64.5% | $5,525-59.1% | $5,851-61.4% |
| Admin fee / account holder | $33,431 | $10,706+212.3% | $8,593+289.0% | $11,599+188.2% |