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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 | $113,454 | $115,796-2.0% | $101,264+12.0% | $158,950-28.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 10.23% | 56.15%-45.9pp | 46.48%-36.2pp | 302.91%-292.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,223 | $4,958-35.0% | $4,370-26.2% | $5,983-46.1% |
| Admin fee / account holder | $131,412 | $7,247+1713.3% | $5,947+2109.8% | $11,248+1068.3% |