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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 | $121,777 | $160,040-23.9% | $147,096-17.2% | $145,877-16.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.13% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,691+14.6% |
| Admin fee / account holder | $116,503 | $15,050+674.1% | $13,005+795.8% | $13,402+769.3% |