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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 | $181,193 | $114,119+58.8% | $107,187+69.0% | $138,895+30.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 20.75% | 273.21%-252.5pp | 204.55%-183.8pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,000 | $5,538+152.8% | $5,096+174.7% | $6,396+118.9% |
| Admin fee / account holder | $2,285 | $10,024-77.2% | $9,162-75.1% | $12,562-81.8% |