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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 | $148,730 | $108,911+36.6% | $100,392+48.2% | $145,884+2.0% |
| Participation rate | 65.0% | 83.0%-18.0pp | 81.5%-16.5pp | 80.3%-15.3pp |
| Annual return | 16.78% | 58.23%-41.4pp | 49.45%-32.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,215 | $8,459-26.5% | $8,090-23.2% | $6,690-7.1% |
| Admin fee / account holder | $3,740 | $9,698-61.4% | $7,904-52.7% | $13,392-72.1% |