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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 | $126,500 | $125,237+1.0% | $105,608+19.8% | $145,877-13.3% |
| Participation rate | 60.9% | 77.7%-16.8pp | 75.3%-14.4pp | 80.3%-19.4pp |
| Annual return | 16.50% | 225.76%-209.3pp | 116.50%-100.0pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,422 | $5,711-22.6% | $5,010-11.7% | $6,691-33.9% |
| Admin fee / account holder | $375 | $17,287-97.8% | $11,028-96.6% | $13,402-97.2% |