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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 | $167,836 | $98,766+69.9% | $149,730+12.1% | $79,852+110.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 30.55% | 27.43%+3.1pp | 276.70%-246.1pp | 31.72%-1.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,911 | $5,681-48.8% | $6,843-57.5% | $3,740-22.2% |
| Admin fee / account holder | $1,030 | $6,052-83.0% | $9,310-88.9% | $5,306-80.6% |