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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 | $124,115 | $63,703+94.8% | $93,063+33.4% | $82,448+50.5% |
| Participation rate | 62.3% | 63.8%-1.5pp | 72.1%-9.8pp | 68.1%-5.8pp |
| Annual return | 14.37% | -775.43%+789.8pp | 34.15%-19.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $237 | $1,729-86.3% | $2,476-90.4% | $2,551-90.7% |
| Participant deferral / active EE | $4,575 | $2,919+56.7% | $3,958+15.6% | $4,139+10.5% |
| Admin fee / account holder | $2,719 | $5,982-54.5% | $6,033-54.9% | $7,234-62.4% |