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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 | $195,115 | $112,933+72.8% | $90,970+114.5% | $158,982+22.7% |
| Participation rate | 60.9% | 74.7%-13.9pp | 69.0%-8.1pp | 82.0%-21.1pp |
| Annual return | 17.25% | 215.82%-198.6pp | 134.60%-117.3pp | 302.99%-285.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,367 | $4,128+5.8% | $3,373+29.5% | $5,983-27.0% |
| Admin fee / account holder | $512 | $8,047-93.6% | $5,961-91.4% | $11,252-95.4% |