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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 | $165,106 | $91,037+81.4% | $71,671+130.4% | $147,585+11.9% |
| Participation rate | 63.6% | 76.1%-12.5pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 14.24% | 20.48%-6.2pp | 20.65%-6.4pp | 578.57%-564.3pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,637 | $4,498+114.3% | $3,438+180.3% | $5,439+77.2% |
| Admin fee / account holder | $51,311 | $8,613+495.8% | $5,558+823.1% | $10,885+371.4% |