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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 | $198,611 | $167,522+18.6% | $151,639+31.0% | $134,532+47.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -18.15% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $900 | $6,828-86.8% | $6,165-85.4% | $4,741-81.0% |
| Participant deferral / active EE | $9,515 | $8,986+5.9% | $8,363+13.8% | $6,401+48.7% |
| Admin fee / account holder | $52,842 | $13,780+283.5% | $11,613+355.0% | $11,429+362.4% |