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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 | $149,447 | $117,829+26.8% | $102,423+45.9% | $145,877+2.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.82% | 31.83%-19.0pp | 29.42%-16.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $737 | $3,615-79.6% | $3,023-75.6% | $4,663-84.2% |
| Participant deferral / active EE | $3,667 | $5,732-36.0% | $5,054-27.4% | $6,691-45.2% |
| Admin fee / account holder | $58,483 | $13,335+338.6% | $9,455+518.6% | $13,402+336.4% |