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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 | $119,320 | $85,766+39.1% | $136,297-12.5% | $70,124+70.2% |
| Participation rate | 66.1% | 74.2%-8.1pp | 81.9%-15.8pp | 69.5%-3.4pp |
| Annual return | 22.01% | 31.45%-9.4pp | 5156.19%-5134.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,989 | $5,051+97.7% | $6,247+59.9% | $3,332+199.8% |
| Admin fee / account holder | $11,916 | $5,420+119.8% | $9,244+28.9% | $4,645+156.5% |