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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 | $230,157 | $93,589+145.9% | $135,942+69.3% | $75,181+206.1% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 21.30% | 30.90%-9.6pp | 68.28%-47.0pp | 160.69%-139.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,510 | $6,405-14.0% | $7,759-29.0% | $4,126+33.6% |
| Admin fee / account holder | $4,927 | $6,977-29.4% | $10,764-54.2% | $5,650-12.8% |