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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 | $181,970 | $148,623+22.4% | $135,974+33.8% | $139,466+30.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 23.02% | 79.30%-56.3pp | 68.30%-45.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,075 | $8,103+36.7% | $7,760+42.7% | $6,712+65.0% |
| Admin fee / account holder | $7,633 | $12,406-38.5% | $10,767-29.1% | $11,409-33.1% |