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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 | $198,721 | $63,861+211.2% | $104,625+89.9% | $79,852+148.9% |
| Participation rate | 68.9% | 64.9%+4.0pp | 74.1%-5.2pp | 69.6%-0.7pp |
| Annual return | 17.40% | 21.30%-3.9pp | 340.60%-323.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,391 | $2,693+25.9% | $3,738-9.3% | $3,740-9.4% |
| Admin fee / account holder | $1,264 | $4,185-69.8% | $6,465-80.4% | $5,306-76.2% |