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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 | $193,612 | $132,634+46.0% | $115,768+67.2% | $137,256+41.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 13.62% | 160.70%-147.1pp | 100.46%-86.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,587 | $5,619+17.2% | $4,917+34.0% | $6,407+2.8% |
| Admin fee / account holder | $8,713 | $15,028-42.0% | $12,439-30.0% | $12,270-29.0% |