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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 | $166,611 | $112,935+47.5% | $90,970+83.1% | $158,966+4.8% |
| Participation rate | 60.9% | 74.7%-13.9pp | 69.0%-8.1pp | 82.0%-21.1pp |
| Annual return | 11.94% | 215.79%-203.8pp | 134.58%-122.6pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,822 | $4,129-7.4% | $3,373+13.3% | $5,983-36.1% |
| Admin fee / account holder | $14,403 | $8,045+79.0% | $5,960+141.7% | $11,250+28.0% |