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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 | $162,978 | $176,120-7.5% | $159,487+2.2% | $167,553-2.7% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 15.44% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,100 | $7,752-21.3% | $7,354-17.0% | $6,343-3.8% |
| Admin fee / account holder | $1,030 | $12,561-91.8% | $10,804-90.5% | $12,316-91.6% |