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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 | $142,287 | $51,604+175.7% | $129,295+10.0% | $80,874+75.9% |
| Participation rate | 68.4% | 57.0%+11.4pp | 69.6%-1.2pp | 67.6%+0.8pp |
| Annual return | 17.62% | 20.76%-3.1pp | 9429.28%-9411.7pp | 35.62%-18.0pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,885 | $2,670+195.3% | $4,169+89.1% | $4,297+83.5% |
| Admin fee / account holder | $423 | $4,310-90.2% | $7,665-94.5% | $6,935-93.9% |