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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 | $51,642+175.5% | $129,384+10.0% | $80,935+75.8% |
| Participation rate | 68.4% | 56.9%+11.5pp | 69.6%-1.2pp | 67.7%+0.8pp |
| Annual return | 17.62% | 20.78%-3.2pp | 9461.77%-9444.2pp | 35.66%-18.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,885 | $2,670+195.4% | $4,166+89.3% | $4,299+83.4% |
| Admin fee / account holder | $423 | $4,312-90.2% | $7,686-94.5% | $6,924-93.9% |