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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 | $139,271 | $86,288+61.4% | $111,306+25.1% | $85,851+62.2% |
| Participation rate | 66.0% | 73.3%-7.4pp | 77.3%-11.4pp | 69.3%-3.4pp |
| Annual return | 18.75% | 19.99%-1.2pp | 54.67%-35.9pp | 318.63%-299.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,603 | $3,641+108.8% | $4,488+69.4% | $3,952+92.4% |
| Admin fee / account holder | $5,311 | $8,189-35.1% | $7,966-33.3% | $6,261-15.2% |