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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 | $127,385 | $66,402+91.8% | $109,907+15.9% | $85,847+48.4% |
| Participation rate | 64.0% | 63.9%+0.1pp | 74.2%-10.2pp | 69.3%-5.3pp |
| Annual return | 17.33% | 19.59%-2.3pp | 29.46%-12.1pp | 318.61%-301.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,814 | $2,842+34.2% | $4,047-5.8% | $3,952-3.5% |
| Admin fee / account holder | $1,670 | $4,557-63.4% | $6,069-72.5% | $6,261-73.3% |