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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 | $167,738 | $55,889+200.1% | $76,119+120.4% | $80,935+107.2% |
| Participation rate | 58.6% | 62.1%-3.4pp | 69.1%-10.5pp | 67.7%-9.0pp |
| Annual return | 23.22% | 20.58%+2.6pp | 361.25%-338.0pp | 35.66%-12.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,869 | $3,051+26.8% | $4,259-9.2% | $4,299-10.0% |
| Admin fee / account holder | $314 | $5,241-94.0% | $6,421-95.1% | $6,924-95.5% |