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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 | $141,984 | $102,422+38.6% | $147,117-3.5% | $80,959+75.4% |
| Participation rate | 54.8% | 75.9%-21.1pp | 82.2%-27.4pp | 67.7%-12.9pp |
| Annual return | 15.44% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,777 | $6,652+16.9% | $8,065-3.6% | $4,300+80.9% |
| Admin fee / account holder | $169,911 | $7,953+2036.3% | $12,993+1207.7% | $6,925+2353.5% |