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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 | $184,443 | $89,370+106.4% | $141,197+30.6% | $72,976+152.7% |
| Participation rate | 69.8% | 75.1%-5.4pp | 82.5%-12.7pp | 69.5%+0.3pp |
| Annual return | 23.34% | 111.88%-88.5pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,664 | $5,419+41.4% | $6,710+14.2% | $3,608+112.4% |
| Admin fee / account holder | $2,989 | $5,957-49.8% | $10,265-70.9% | $5,124-41.7% |