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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 | $113,667 | $86,288+31.7% | $111,306+2.1% | $85,851+32.4% |
| Participation rate | 64.2% | 73.3%-9.2pp | 77.3%-13.2pp | 69.3%-5.2pp |
| Annual return | 12.71% | 19.99%-7.3pp | 54.67%-42.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,174 | $3,641-12.8% | $4,488-29.3% | $3,952-19.7% |
| Admin fee / account holder | $1,411 | $8,189-82.8% | $7,966-82.3% | $6,261-77.5% |