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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 | $153,285 | $123,859+23.8% | $69,632+120.1% | $145,897+5.1% |
| Participation rate | 57.1% | 69.2%-12.1pp | 66.4%-9.3pp | 80.3%-23.2pp |
| Annual return | 13.75% | 192.49%-178.7pp | 101.32%-87.6pp | 552.29%-538.5pp |
| Employer contribution / active EE | -$0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,434 | $4,242-19.0% | $2,889+18.9% | $6,689-48.7% |
| Admin fee / account holder | $5,132 | $7,817-34.4% | $4,695+9.3% | $13,390-61.7% |