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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 | $142,864 | $109,359+30.6% | $162,171-11.9% | $72,983+95.7% |
| Participation rate | 65.9% | 84.3%-18.3pp | 87.6%-21.6pp | 69.5%-3.6pp |
| Annual return | 26.67% | 25.46%+1.2pp | 115.60%-88.9pp | 81.01%-54.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,866 | $5,481+98.2% | $7,297+48.9% | $3,608+201.2% |
| Admin fee / account holder | $2,931 | $7,972-63.2% | $10,843-73.0% | $5,124-42.8% |