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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 | $161,972 | $103,392+56.7% | $87,104+86.0% | $152,897+5.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 25.09% | 28.10%-3.0pp | 28.19%-3.1pp | 345.43%-320.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,347 | $4,778+32.8% | $4,048+56.8% | $5,851+8.5% |
| Admin fee / account holder | $5,061 | $12,194-58.5% | $7,491-32.4% | $11,599-56.4% |