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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 | $108,911+41.7% | $100,392+53.7% | $145,884+5.8% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 19.97% | 58.23%-38.3pp | 49.45%-29.5pp | 551.85%-531.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,266 | $8,459+9.5% | $8,090+14.5% | $6,690+38.5% |
| Admin fee / account holder | $6,327 | $9,698-34.8% | $7,904-19.9% | $13,392-52.8% |