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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 | $177,984 | $112,112+58.8% | $95,956+85.5% | $158,950+12.0% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 12.71% | 171.15%-158.4pp | 91.63%-78.9pp | 302.91%-290.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,697 | $4,784+81.8% | $4,167+108.7% | $5,983+45.4% |
| Admin fee / account holder | $7,592 | $10,134-25.1% | $6,797+11.7% | $11,248-32.5% |