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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 | $147,570 | $166,089-11.2% | $164,928-10.5% | $145,978+1.1% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.0pp |
| Annual return | 14.31% | 100.26%-85.9pp | 70.08%-55.8pp | 550.52%-536.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,872 | $6,961-30.0% | $6,034-19.3% | $6,690-27.2% |
| Admin fee / account holder | $49,409 | $16,641+196.9% | $12,684+289.5% | $13,400+268.7% |