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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 | $104,912 | $57,352+82.9% | $83,831+25.1% | $64,173+63.5% |
| Participation rate | 67.9% | 68.6%-0.7pp | 76.1%-8.3pp | 69.6%-1.7pp |
| Annual return | 6.43% | 11.38%-5.0pp | 850.99%-844.6pp | 7.63%-1.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,050 | $2,993-31.5% | $4,082-49.8% | $3,470-40.9% |
| Admin fee / account holder | $8,790 | $4,046+117.2% | $5,479+60.4% | $4,887+79.9% |