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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 | $103,147 | $52,279+97.3% | $89,414+15.4% | $79,852+29.2% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 12.64% | 22.16%-9.5pp | 245.50%-232.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,995 | $2,740+155.3% | $3,890+79.8% | $3,740+87.0% |
| Admin fee / account holder | $12,891 | $3,356+284.1% | $4,883+164.0% | $5,306+142.9% |