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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 | $140,311 | $49,976+180.8% | $66,674+110.4% | $82,637+69.8% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 16.99% | 39.09%-22.1pp | 321.24%-304.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $68 | $1,988-96.6% | $2,620-97.4% | $2,552-97.3% |
| Participant deferral / active EE | $4,672 | $2,847+64.1% | $4,084+14.4% | $4,126+13.2% |
| Admin fee / account holder | $9,506 | $4,594+106.9% | $5,098+86.5% | $7,339+29.5% |