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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 | $151,641 | $148,629+2.0% | $135,982+11.5% | $139,487+8.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 13.50% | 79.33%-65.8pp | 68.32%-54.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,992 | $8,102+35.7% | $7,760+41.6% | $6,713+63.7% |
| Admin fee / account holder | $162,546 | $12,406+1210.2% | $10,767+1409.6% | $11,407+1324.9% |