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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 | $149,617 | $209,336-28.5% | $197,124-24.1% | $137,256+9.0% |
| Participation rate | 54.5% | 87.3%-32.8pp | 86.7%-32.2pp | 80.0%-25.4pp |
| Annual return | 16.05% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,016 | $9,614-16.6% | $9,135-12.2% | $6,407+25.1% |
| Admin fee / account holder | $3,036 | $17,308-82.5% | $16,298-81.4% | $12,270-75.3% |