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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 | $148,388 | $111,787+32.7% | $93,681+58.4% | $145,978+1.7% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 14.00% | 203.52%-189.5pp | 133.47%-119.5pp | 550.52%-536.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,387 | $4,918+131.6% | $4,415+157.9% | $6,690+70.2% |
| Admin fee / account holder | $3,346 | $10,256-67.4% | $8,290-59.6% | $13,400-75.0% |