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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 | $223,131 | $102,385+117.9% | $147,080+51.7% | $80,935+175.7% |
| Participation rate | 65.7% | 75.9%-10.2pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 17.94% | 135.09%-117.2pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,679 | $6,651+15.5% | $8,066-4.8% | $4,299+78.6% |
| Admin fee / account holder | $5,578 | $7,951-29.8% | $12,989-57.1% | $6,924-19.4% |