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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 | $170,360 | $99,994+70.4% | $146,647+16.2% | $85,851+98.4% |
| Participation rate | 66.2% | 73.1%-6.9pp | 80.1%-13.9pp | 69.3%-3.1pp |
| Annual return | 16.50% | 18.93%-2.4pp | 22.75%-6.2pp | 318.63%-302.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,739 | $4,006+18.3% | $5,506-13.9% | $3,952+19.9% |
| Admin fee / account holder | $1,509 | $7,703-80.4% | $10,281-85.3% | $6,261-75.9% |