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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 | $150,442 | $111,785+34.6% | $93,669+60.6% | $145,877+3.1% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 10.30% | 203.79%-193.5pp | 133.59%-123.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,017 | $4,919+124.0% | $4,416+149.5% | $6,691+64.7% |
| Admin fee / account holder | $13,234 | $10,256+29.0% | $8,291+59.6% | $13,402-1.3% |