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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 | $151,324 | $106,247+42.4% | $96,515+56.8% | $139,466+8.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.60% | 38.47%-25.9pp | 35.73%-23.1pp | 373.66%-361.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,103 | $5,456+11.9% | $4,880+25.1% | $6,712-9.1% |
| Admin fee / account holder | $728 | $7,885-90.8% | $6,735-89.2% | $11,409-93.6% |