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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 | $245,551 | $167,352+46.7% | $143,788+70.8% | $134,509+82.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.57% | 0.47%-18.0pp | -0.03%-17.5pp | 418.13%-435.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,967 | $6,447+8.1% | $5,638+23.6% | $6,400+8.9% |
| Admin fee / account holder | $52,146 | $18,091+188.2% | $14,675+255.3% | $11,427+356.4% |