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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 | $162,000 | $183,516-11.7% | $155,534+4.2% | $145,884+11.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.47% | 61.43%-52.0pp | 64.92%-55.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,500 | $6,467+108.8% | $5,630+139.8% | $6,690+101.8% |
| Admin fee / account holder | $2,136 | $19,293-88.9% | $15,900-86.6% | $13,392-84.1% |