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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 | $156,770 | $154,209+1.7% | $130,062+20.5% | $139,487+12.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.48% | 32.52%-18.0pp | -137.37%+151.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,800 | $6,709+120.6% | $5,821+154.3% | $6,713+120.5% |
| Admin fee / account holder | $784 | $13,988-94.4% | $10,601-92.6% | $11,407-93.1% |