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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 | $151,043 | $77,472+95.0% | $100,415+50.4% | $80,959+86.6% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.9pp | 67.7%-1.0pp |
| Annual return | 15.36% | 37.26%-21.9pp | 49.47%-34.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,849 | $6,818+44.5% | $8,091+21.7% | $4,300+129.0% |
| Admin fee / account holder | $9,326 | $5,885+58.5% | $7,906+18.0% | $6,925+34.7% |