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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 | $152,966 | $117,895+29.7% | $102,460+49.3% | $145,897+4.8% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.02% | 31.92%-21.9pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,577 | $5,736-2.8% | $5,056+10.3% | $6,689-16.6% |
| Admin fee / account holder | $26,755 | $13,353+100.4% | $9,460+182.8% | $13,390+99.8% |