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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 | $71,208+73.3% | $93,681+31.8% | $80,911+52.6% |
| Participation rate | 58.9% | 60.4%-1.5pp | 68.7%-9.8pp | 67.6%-8.8pp |
| Annual return | 15.69% | 11.27%+4.4pp | 133.47%-117.8pp | 35.63%-19.9pp |
| Employer contribution / active EE | $4 | $1,564-99.8% | $2,422-99.8% | $2,756-99.9% |
| Participant deferral / active EE | $5,392 | $4,035+33.6% | $4,415+22.1% | $4,297+25.5% |
| Admin fee / account holder | $7,408 | $6,951+6.6% | $8,290-10.6% | $6,935+6.8% |