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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 | $102,992 | $77,920+32.2% | $149,723-31.2% | $75,177+37.0% |
| Participation rate | 67.7% | 65.6%+2.2pp | 78.8%-11.0pp | 67.2%+0.5pp |
| Annual return | 13.79% | 31.72%-17.9pp | 134.50%-120.7pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,884 | $3,411-15.4% | $5,682-49.2% | $4,126-30.1% |
| Admin fee / account holder | $2,057 | $5,951-65.4% | $13,215-84.4% | $5,651-63.6% |