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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 | $156,684 | $58,258+168.9% | $81,820+91.5% | $80,925+93.6% |
| Participation rate | 69.6% | 63.5%+6.2pp | 72.4%-2.8pp | 67.7%+2.0pp |
| Annual return | 11.74% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,309 | $3,284+214.0% | $4,323+138.5% | $4,299+139.8% |
| Admin fee / account holder | $15,945 | $4,976+220.4% | $7,391+115.7% | $6,940+129.8% |