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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 | $155,092 | $98,766+57.0% | $149,730+3.6% | $79,852+94.2% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 26.06% | 27.43%-1.4pp | 276.70%-250.6pp | 31.72%-5.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,151 | $5,681+43.5% | $6,843+19.1% | $3,740+117.9% |
| Admin fee / account holder | $1,320 | $6,052-78.2% | $9,310-85.8% | $5,306-75.1% |