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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 | $226,813 | $77,908+191.1% | $149,696+51.5% | $75,173+201.7% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 14.45% | 31.73%-17.3pp | 134.46%-120.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,527 | $3,411+62.0% | $5,682-2.7% | $4,126+34.0% |
| Admin fee / account holder | $3,157 | $5,950-46.9% | $13,212-76.1% | $5,651-44.1% |