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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 | $127,492 | $105,149+21.2% | $94,659+34.7% | $139,427-8.6% |
| Participation rate | 64.7% | 82.4%-17.7pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 23.97% | 38.04%-14.1pp | 156.75%-132.8pp | 373.27%-349.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $16,037 | $7,600+111.0% | $7,419+116.2% | $6,711+139.0% |
| Admin fee / account holder | $6,263 | $8,986-30.3% | $7,232-13.4% | $11,404-45.1% |