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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 | $183,404 | $102,696+78.6% | $86,235+112.7% | $139,487+31.5% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 13.28% | 1925.91%-1912.6pp | 1170.03%-1156.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,381 | $4,679-27.7% | $3,987-15.2% | $6,713-49.6% |
| Admin fee / account holder | $6,916 | $8,667-20.2% | $6,856+0.9% | $11,407-39.4% |