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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 | $154,347 | $108,897+41.7% | $100,378+53.8% | $145,877+5.8% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 19.97% | 58.17%-38.2pp | 49.41%-29.4pp | 551.28%-531.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,266 | $8,455+9.6% | $8,087+14.6% | $6,691+38.5% |
| Admin fee / account holder | $6,327 | $9,690-34.7% | $7,899-19.9% | $13,402-52.8% |