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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 | $144,335 | $65,555+120.2% | $86,216+67.4% | $75,173+92.0% |
| Participation rate | 65.6% | 60.5%+5.1pp | 69.0%-3.3pp | 67.2%-1.6pp |
| Annual return | 15.51% | 46.07%-30.6pp | 1169.42%-1153.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,177 | $3,023+104.3% | $3,986+55.0% | $4,126+49.7% |
| Admin fee / account holder | $4,417 | $5,469-19.2% | $6,853-35.6% | $5,651-21.8% |