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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 | $77,460+95.0% | $100,378+50.5% | $80,925+86.6% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.7%-1.0pp |
| Annual return | 15.36% | 37.24%-21.9pp | 49.41%-34.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,849 | $6,818+44.5% | $8,087+21.8% | $4,299+129.1% |
| Admin fee / account holder | $9,326 | $5,887+58.4% | $7,899+18.1% | $6,940+34.4% |