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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 | $146,756 | $223,823-34.4% | $211,142-30.5% | $154,746-5.2% |
| Participation rate | 54.5% | 87.9%-33.3pp | 87.3%-32.7pp | 80.7%-26.2pp |
| Annual return | 11.03% | 50.39%-39.4pp | 46.84%-35.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,811 | $9,750-19.9% | $9,284-15.9% | $6,730+16.1% |
| Admin fee / account holder | $52,398 | $19,707+165.9% | $19,076+174.7% | $14,365+264.8% |