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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 | $77,492+94.9% | $100,398+50.4% | $80,911+86.7% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 15.36% | 37.23%-21.9pp | 49.32%-34.0pp | 35.63%-20.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,849 | $6,817+44.5% | $8,084+21.8% | $4,297+129.2% |
| Admin fee / account holder | $9,326 | $5,892+58.3% | $7,893+18.2% | $6,935+34.5% |