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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 | $178,522 | $102,393+74.4% | $147,041+21.4% | $80,911+120.6% |
| Participation rate | 64.7% | 75.9%-11.1pp | 82.2%-17.5pp | 67.6%-2.9pp |
| Annual return | 12.46% | 134.95%-122.5pp | 419.21%-406.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $667 | $3,715-82.0% | $4,935-86.5% | $2,756-75.8% |
| Participant deferral / active EE | $5,623 | $6,647-15.4% | $8,071-30.3% | $4,297+30.9% |
| Admin fee / account holder | $22,911 | $7,943+188.4% | $13,006+76.2% | $6,935+230.4% |