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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 | $150,075 | $101,795+47.4% | $165,100-9.1% | $80,959+85.4% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 11.78% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,921 | $4,476-12.4% | $6,035-35.0% | $4,300-8.8% |
| Admin fee / account holder | $70,575 | $8,221+758.5% | $12,696+455.9% | $6,925+919.1% |