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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 | $120,777 | $78,425+54.0% | $95,956+25.9% | $79,858+51.2% |
| Participation rate | 68.5% | 73.5%-5.0pp | 77.1%-8.6pp | 69.6%-1.1pp |
| Annual return | 11.81% | 19.37%-7.6pp | 91.63%-79.8pp | 31.72%-19.9pp |
| Employer contribution / active EE | $5 | $1,945-99.7% | $2,541-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $4,879 | $3,440+41.8% | $4,167+17.1% | $3,740+30.5% |
| Admin fee / account holder | $14,993 | $5,622+166.7% | $6,797+120.6% | $5,306+182.6% |