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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 | $111,830+33.5% | $93,696+59.3% | $145,884+2.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 9.06% | 204.08%-195.0pp | 133.74%-124.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,365 | $4,920-51.9% | $4,417-46.5% | $6,690-64.7% |
| Admin fee / account holder | $18,271 | $10,249+78.3% | $8,287+120.5% | $13,392+36.4% |