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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 | $123,461 | $102,422+20.5% | $147,117-16.1% | $80,959+52.5% |
| Participation rate | 61.9% | 75.9%-14.0pp | 82.2%-20.3pp | 67.7%-5.8pp |
| Annual return | 13.55% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $660 | $3,717-82.2% | $4,932-86.6% | $2,757-76.1% |
| Participant deferral / active EE | $4,674 | $6,652-29.7% | $8,065-42.0% | $4,300+8.7% |
| Admin fee / account holder | $13,919 | $7,953+75.0% | $12,993+7.1% | $6,925+101.0% |