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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 | $164,912 | $65,367+152.3% | $92,915+77.5% | $72,976+126.0% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 128.02% | 42.11%+85.9pp | 109.45%+18.6pp | 81.02%+47.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,887 | $3,128+24.3% | $4,238-8.3% | $3,608+7.8% |
| Admin fee / account holder | $5,774 | $4,251+35.8% | $5,796-0.4% | $5,124+12.7% |