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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 | $58,848+142.9% | $88,179+62.1% | $82,637+73.0% |
| Participation rate | 64.0% | 57.9%+6.1pp | 69.1%-5.1pp | 68.1%-4.1pp |
| Annual return | 17.96% | 22.76%-4.8pp | 64.97%-47.0pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,339 | $3,124+327.0% | $4,614+189.1% | $4,126+223.3% |
| Admin fee / account holder | $55,535 | $4,795+1058.1% | $7,673+623.8% | $7,339+656.7% |