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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 | $155,028 | $105,284+47.2% | $150,734+2.8% | $94,015+64.9% |
| Participation rate | 64.5% | 71.7%-7.2pp | 78.4%-13.9pp | 70.8%-6.3pp |
| Annual return | 11.96% | 15.67%-3.7pp | 600.81%-588.8pp | 17.84%-5.9pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,064 | $4,274+65.3% | $5,610+25.9% | $4,249+66.2% |
| Admin fee / account holder | $25,014 | $9,839+154.2% | $14,905+67.8% | $8,951+179.4% |