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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 | $136,656 | $68,398+99.8% | $94,664+44.4% | $75,173+81.8% |
| Participation rate | 57.4% | 76.1%-18.7pp | 80.8%-23.5pp | 67.2%-9.8pp |
| Annual return | 17.88% | 616.72%-598.8pp | 156.84%-139.0pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,479 | $6,537-0.9% | $7,417-12.7% | $4,126+57.0% |
| Admin fee / account holder | $5,449 | $5,324+2.4% | $7,222-24.5% | $5,651-3.6% |