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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 | $149,305 | $111,785+33.6% | $93,669+59.4% | $145,877+2.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 9.06% | 203.79%-194.7pp | 133.59%-124.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,365 | $4,919-51.9% | $4,416-46.4% | $6,691-64.7% |
| Admin fee / account holder | $18,271 | $10,256+78.2% | $8,291+120.4% | $13,402+36.3% |