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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 | $235,953 | $165,381+42.7% | $149,730+57.6% | $158,966+48.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.26% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,236 | $7,182-13.2% | $6,843-8.9% | $5,983+4.2% |
| Admin fee / account holder | $1,746 | $10,809-83.8% | $9,310-81.2% | $11,250-84.5% |