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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 | $156,724 | $117,846+33.0% | $102,434+53.0% | $145,884+7.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.91% | 31.90%-18.0pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,985 | $5,733+56.7% | $5,055+77.8% | $6,690+34.3% |
| Admin fee / account holder | $40,061 | $13,356+199.9% | $9,462+323.4% | $13,392+199.1% |