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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 | $117,904+32.9% | $102,457+53.0% | $145,978+7.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.91% | 31.80%-17.9pp | 29.41%-15.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,985 | $5,733+56.7% | $5,054+77.8% | $6,690+34.3% |
| Admin fee / account holder | $40,061 | $13,329+200.5% | $9,451+323.9% | $13,400+199.0% |