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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 | $163,332 | $138,076+18.3% | $123,553+32.2% | $135,380+20.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 7.36% | 153.70%-146.3pp | 119.21%-111.8pp | 519.81%-512.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,359 | $6,800-6.5% | $6,426-1.0% | $5,609+13.4% |
| Admin fee / account holder | $23,742 | $10,917+117.5% | $9,284+155.7% | $10,828+119.3% |