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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 | $234,383 | $114,119+105.4% | $107,187+118.7% | $138,895+68.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 12.41% | 273.21%-260.8pp | 204.55%-192.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,262 | $5,538+13.1% | $5,096+22.9% | $6,396-2.1% |
| Admin fee / account holder | $97,561 | $10,024+873.3% | $9,162+964.8% | $12,562+676.6% |