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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 | $121,506 | $78,690+54.4% | $161,489-24.8% | $87,485+38.9% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 17.20% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,208 | $3,311+27.1% | $5,630-25.3% | $4,274-1.5% |
| Admin fee / account holder | $6,800 | $6,724+1.1% | $16,006-57.5% | $7,775-12.5% |