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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 | $229,689 | $78,690+191.9% | $161,489+42.2% | $87,485+162.5% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 13.18% | 32.74%-19.6pp | 89.72%-76.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | -$375 | $2,588-114.5% | $4,268-108.8% | $2,596-114.4% |
| Participant deferral / active EE | $3,554 | $3,311+7.3% | $5,630-36.9% | $4,274-16.8% |
| Admin fee / account holder | $2,600 | $6,724-61.3% | $16,006-83.8% | $7,775-66.6% |