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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 | $102,981 | $81,208+26.8% | $98,920+4.1% | $79,852+29.0% |
| Participation rate | 63.5% | 72.5%-9.0pp | 76.0%-12.5pp | 69.6%-6.1pp |
| Annual return | 15.85% | 60.99%-45.1pp | 196.47%-180.6pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,949 | $3,265-40.3% | $4,245-54.1% | $3,740-47.9% |
| Admin fee / account holder | $10,541 | $6,013+75.3% | $6,643+58.7% | $5,306+98.6% |