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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 | $177,987 | $86,288+106.3% | $111,306+59.9% | $85,851+107.3% |
| Participation rate | 64.6% | 73.3%-8.7pp | 77.3%-12.7pp | 69.3%-4.7pp |
| Annual return | 12.09% | 19.99%-7.9pp | 54.67%-42.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,455 | $3,641+77.3% | $4,488+43.9% | $3,952+63.3% |
| Admin fee / account holder | $15,665 | $8,189+91.3% | $7,966+96.7% | $6,261+150.2% |