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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 | $123,437 | $71,215+73.3% | $93,696+31.7% | $80,935+52.5% |
| Participation rate | 58.9% | 60.4%-1.5pp | 68.7%-9.8pp | 67.7%-8.8pp |
| Annual return | 15.69% | 11.27%+4.4pp | 133.74%-118.1pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4 | $1,565-99.8% | $2,422-99.8% | $2,757-99.9% |
| Participant deferral / active EE | $5,392 | $4,037+33.6% | $4,417+22.1% | $4,299+25.4% |
| Admin fee / account holder | $7,408 | $6,958+6.5% | $8,287-10.6% | $6,924+7.0% |