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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 | $213,719 | $148,558+43.9% | $135,925+57.2% | $139,427+53.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.97% | 79.22%-61.2pp | 68.25%-50.3pp | 373.27%-355.3pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $8,333 | $8,101+2.9% | $7,759+7.4% | $6,711+24.2% |
| Admin fee / account holder | $3,110 | $12,401-74.9% | $10,764-71.1% | $11,404-72.7% |