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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 | $123,982+23.6% | $69,701+119.9% | $145,959+5.0% |
| Participation rate | 57.1% | 69.2%-12.1pp | 66.4%-9.3pp | 80.3%-23.1pp |
| Annual return | 13.75% | 191.01%-177.3pp | 100.32%-86.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | -$0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,434 | $4,236-18.9% | $2,887+19.0% | $6,689-48.7% |
| Admin fee / account holder | $5,132 | $7,867-34.8% | $4,717+8.8% | $13,398-61.7% |