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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 | $168,662 | $105,200+60.3% | $159,474+5.8% | $85,847+96.5% |
| Participation rate | 69.6% | 75.8%-6.1pp | 82.8%-13.2pp | 69.3%+0.3pp |
| Annual return | 13.54% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,258 | $5,946+89.3% | $7,353+53.1% | $3,952+184.8% |
| Admin fee / account holder | $6,729 | $6,934-3.0% | $10,802-37.7% | $6,261+7.5% |