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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 | $129,816 | $102,422+26.7% | $147,117-11.8% | $80,959+60.3% |
| Participation rate | 63.8% | 75.9%-12.0pp | 82.2%-18.4pp | 67.7%-3.8pp |
| Annual return | 13.99% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $564 | $3,717-84.8% | $4,932-88.6% | $2,757-79.6% |
| Participant deferral / active EE | $2,766 | $6,652-58.4% | $8,065-65.7% | $4,300-35.7% |
| Admin fee / account holder | $20,271 | $7,953+154.9% | $12,993+56.0% | $6,925+192.7% |