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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 | $180,464 | $90,691+99.0% | $76,119+137.1% | $145,884+23.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 8.53% | 624.52%-616.0pp | 361.25%-352.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,442 | $5,167+5.3% | $4,259+27.8% | $6,690-18.7% |
| Admin fee / account holder | $9,284 | $8,383+10.7% | $6,421+44.6% | $13,392-30.7% |