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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 | $149,375 | $65,566+127.8% | $86,200+73.3% | $75,173+98.7% |
| Participation rate | 64.7% | 60.5%+4.2pp | 69.0%-4.3pp | 67.2%-2.5pp |
| Annual return | 19.39% | 46.06%-26.7pp | 1168.58%-1149.2pp | 160.65%-141.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,812 | $3,024-7.0% | $3,986-29.4% | $4,126-31.8% |
| Admin fee / account holder | $723 | $5,475-86.8% | $6,853-89.5% | $5,651-87.2% |