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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 | $124,453 | $58,099+114.2% | $76,872+61.9% | $75,173+65.6% |
| Participation rate | 58.1% | 63.9%-5.8pp | 69.6%-11.5pp | 67.2%-9.1pp |
| Annual return | 22.08% | 26.71%-4.6pp | 37.90%-15.8pp | 160.72%-138.6pp |
| Employer contribution / active EE | $2 | $1,996-99.9% | $2,533-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $5,734 | $2,999+91.2% | $3,832+49.6% | $4,126+39.0% |
| Admin fee / account holder | $8,570 | $4,778+79.4% | $5,476+56.5% | $5,651+51.7% |