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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 | $179,782 | $91,086+97.4% | $203,872-11.8% | $86,983+106.7% |
| Participation rate | 62.5% | 65.8%-3.3pp | 77.8%-15.3pp | 69.5%-7.0pp |
| Annual return | 18.23% | 22.30%-4.1pp | 85.11%-66.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,684 | $4,019+165.8% | $6,388+67.3% | $4,194+154.7% |
| Admin fee / account holder | $637 | $8,987-92.9% | $11,730-94.6% | $7,856-91.9% |