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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 | $142,943 | $58,057+146.2% | $97,032+47.3% | $86,983+64.3% |
| Participation rate | 64.0% | 60.4%+3.6pp | 71.6%-7.6pp | 69.5%-5.5pp |
| Annual return | 17.96% | 22.26%-4.3pp | 35.38%-17.4pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,339 | $3,244+311.2% | $4,672+185.5% | $4,194+218.1% |
| Admin fee / account holder | $55,535 | $4,839+1047.7% | $9,418+489.7% | $7,856+606.9% |