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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 | $168,555 | $112,729+49.5% | $98,716+70.7% | $137,256+22.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 15.68% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,955 | $4,640-57.9% | $4,048-51.7% | $6,407-69.5% |
| Admin fee / account holder | $7,681 | $10,129-24.2% | $8,703-11.7% | $12,270-37.4% |