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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 | $156,247 | $91,537+70.7% | $130,045+20.1% | $75,173+107.8% |
| Participation rate | 69.8% | 71.5%-1.6pp | 78.5%-8.7pp | 67.2%+2.6pp |
| Annual return | 22.77% | -631.55%+654.3pp | -137.30%+160.1pp | 160.72%-137.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,186 | $4,343+42.4% | $5,820+6.3% | $4,126+49.9% |
| Admin fee / account holder | $3,066 | $6,780-54.8% | $10,600-71.1% | $5,651-45.7% |