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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 | $157,973 | $93,617+68.7% | $135,982+16.2% | $75,177+110.1% |
| Participation rate | 63.9% | 75.2%-11.3pp | 81.9%-18.0pp | 67.2%-3.3pp |
| Annual return | 19.36% | 30.89%-11.5pp | 68.32%-49.0pp | 160.75%-141.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,887 | $6,406+54.3% | $7,760+27.4% | $4,126+139.6% |
| Admin fee / account holder | $2,511 | $6,980-64.0% | $10,767-76.7% | $5,651-55.6% |