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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 | $182,505 | $71,208+156.3% | $93,681+94.8% | $80,911+125.6% |
| Participation rate | 61.4% | 60.4%+1.0pp | 68.7%-7.4pp | 67.6%-6.3pp |
| Annual return | 13.33% | 11.27%+2.1pp | 133.47%-120.1pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,891 | $4,035-3.6% | $4,415-11.9% | $4,297-9.5% |
| Admin fee / account holder | $25,099 | $6,951+261.1% | $8,290+202.8% | $6,935+261.9% |