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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 | $132,452 | $69,515+90.5% | $86,868+52.5% | $85,856+54.3% |
| Participation rate | 65.2% | 66.3%-1.1pp | 71.6%-6.4pp | 69.3%-4.1pp |
| Annual return | 13.98% | 20.12%-6.1pp | 63.53%-49.5pp | 318.58%-304.6pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,657 | $2,919+93.8% | $3,699+52.9% | $3,952+43.2% |
| Admin fee / account holder | $1,384 | $5,972-76.8% | $5,829-76.2% | $6,261-77.9% |