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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 | $204,164 | $126,519+61.4% | $106,201+92.2% | $145,959+39.9% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 14.57% | 225.10%-210.5pp | 116.26%-101.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,840 | $5,716-15.3% | $5,012-3.4% | $6,689-27.6% |
| Admin fee / account holder | $5,314 | $17,312-69.3% | $11,039-51.9% | $13,398-60.3% |