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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 | $207,398 | $157,276+31.9% | $141,177+46.9% | $152,885+35.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 105.32% | 64.33%+41.0pp | 71.40%+33.9pp | 345.39%-240.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,083 | $7,110-0.4% | $6,710+5.6% | $5,851+21.1% |
| Admin fee / account holder | $371 | $12,123-96.9% | $10,263-96.4% | $11,598-96.8% |