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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 | $153,359 | $112,935+35.8% | $90,970+68.6% | $158,966-3.5% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 12.50% | 215.79%-203.3pp | 134.58%-122.1pp | 302.95%-290.5pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,718 | $4,129+62.7% | $3,373+99.1% | $5,983+12.3% |
| Admin fee / account holder | $1,730 | $8,045-78.5% | $5,960-71.0% | $11,250-84.6% |