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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 | $106,127 | $102,429+3.6% | $147,096-27.9% | $80,925+31.1% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 21.25% | 135.02%-113.8pp | 419.75%-398.5pp | 35.65%-14.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,254 | $6,649+54.2% | $8,071+27.0% | $4,299+138.5% |
| Admin fee / account holder | $3,261 | $7,957-59.0% | $13,005-74.9% | $6,940-53.0% |