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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 | $125,200 | $65,034+92.5% | $90,970+37.6% | $79,856+56.8% |
| Participation rate | 62.7% | 61.6%+1.1pp | 69.0%-6.3pp | 69.6%-6.9pp |
| Annual return | 14.01% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,622 | $2,512+4.4% | $3,373-22.3% | $3,741-29.9% |
| Admin fee / account holder | $1,535 | $4,536-66.2% | $5,961-74.3% | $5,306-71.1% |