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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 | $127,389 | $78,682+61.9% | $109,188+16.7% | $85,851+48.4% |
| Participation rate | 67.3% | 68.3%-1.0pp | 75.9%-8.6pp | 69.3%-2.0pp |
| Annual return | 24.70% | 25.09%-0.4pp | 25.76%-1.1pp | 318.63%-293.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,718 | $3,468+93.7% | $4,654+44.4% | $3,952+70.0% |
| Admin fee / account holder | $58,637 | $5,470+972.1% | $6,755+768.0% | $6,261+836.6% |