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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 | $102,429+26.7% | $147,096-11.7% | $80,925+60.4% |
| Participation rate | 63.8% | 75.9%-12.0pp | 82.2%-18.4pp | 67.7%-3.8pp |
| Annual return | 13.99% | 135.02%-121.0pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $564 | $3,716-84.8% | $4,936-88.6% | $2,756-79.5% |
| Participant deferral / active EE | $2,766 | $6,649-58.4% | $8,071-65.7% | $4,299-35.7% |
| Admin fee / account holder | $20,271 | $7,957+154.8% | $13,005+55.9% | $6,940+192.1% |