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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 | $224,342 | $211,239+6.2% | $178,528+25.7% | $145,877+53.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.84% | 30.22%-22.4pp | 27.11%-19.3pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,619 | $6,963+167.4% | $6,278+196.6% | $6,691+178.3% |
| Admin fee / account holder | $161,875 | $12,095+1238.4% | $10,419+1453.6% | $13,402+1107.8% |