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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 | $101,834 | $65,704+55.0% | $94,229+8.1% | $59,633+70.8% |
| Participation rate | 61.3% | 72.1%-10.8pp | 78.8%-17.5pp | 68.7%-7.4pp |
| Annual return | 10.46% | 5.22%+5.2pp | 10.68%-0.2pp | 2041.45%-2031.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,468 | $3,143-53.3% | $4,320-66.0% | $3,192-54.0% |
| Admin fee / account holder | $3,952 | $4,265-7.3% | $6,269-37.0% | $4,297-8.0% |