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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 | $185,130 | $152,460+21.4% | $118,746+55.9% | $147,585+25.4% |
| Participation rate | 64.3% | 82.3%-18.0pp | 78.3%-14.0pp | 82.8%-18.5pp |
| Annual return | 16.11% | 17.41%-1.3pp | 24.54%-8.4pp | 578.58%-562.5pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,813 | $6,212+74.1% | $5,332+102.8% | $5,439+98.8% |
| Admin fee / account holder | $22,317 | $16,953+31.6% | $10,720+108.2% | $10,886+105.0% |