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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 | $160,712 | $82,133+95.7% | $147,318+9.1% | $64,097+150.7% |
| Participation rate | 61.3% | 62.3%-1.0pp | 82.1%-20.8pp | 55.2%+6.1pp |
| Annual return | 14.40% | 78.78%-64.4pp | 70.43%-56.0pp | 34.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,392 | $5,407+55.2% | $7,906+6.1% | $3,080+172.5% |
| Admin fee / account holder | $16,288 | $3,730+336.7% | $13,708+18.8% | $3,454+371.5% |