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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 | $108,942+41.7% | $100,415+53.7% | $145,897+5.8% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 19.97% | 58.27%-38.3pp | 49.47%-29.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,266 | $8,461+9.5% | $8,091+14.5% | $6,689+38.5% |
| Admin fee / account holder | $6,327 | $9,702-34.8% | $7,906-20.0% | $13,390-52.7% |