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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 | $162,676 | $105,210+54.6% | $159,487+2.0% | $85,851+89.5% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.8%-13.8pp | 69.3%-0.3pp |
| Annual return | 111.29% | 45.08%+66.2pp | 263.71%-152.4pp | 318.63%-207.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,118 | $5,946+53.3% | $7,354+24.0% | $3,952+130.7% |
| Admin fee / account holder | $11,283 | $6,934+62.7% | $10,804+4.4% | $6,261+80.2% |