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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 | $116,140 | $109,372+6.2% | $89,414+29.9% | $158,966-26.9% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.2pp | 82.0%-12.7pp |
| Annual return | 9.85% | 345.55%-335.7pp | 245.50%-235.6pp | 302.95%-293.1pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,306 | $4,598+58.9% | $3,890+87.8% | $5,983+22.1% |
| Admin fee / account holder | $423 | $6,156-93.1% | $4,883-91.3% | $11,250-96.2% |