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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 | $129,637 | $57,312+126.2% | $86,617+49.7% | $75,181+72.4% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 16.56% | 2672.78%-2656.2pp | 591.91%-575.4pp | 160.69%-144.1pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,566 | $3,319+97.8% | $4,437+48.0% | $4,126+59.1% |
| Admin fee / account holder | $36,051 | $4,114+776.3% | $5,613+542.3% | $5,650+538.1% |