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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 | $246,793 | $167,522+47.3% | $151,639+62.8% | $134,532+83.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -18.50% | 7.81%-26.3pp | 3.34%-21.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22,347 | $8,986+148.7% | $8,363+167.2% | $6,401+249.1% |
| Admin fee / account holder | $1,207 | $13,780-91.2% | $11,613-89.6% | $11,429-89.4% |