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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 | $124,012 | $78,690+57.6% | $161,489-23.2% | $87,485+41.8% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 18.97% | 32.74%-13.8pp | 89.72%-70.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $22 | $2,588-99.1% | $4,268-99.5% | $2,596-99.1% |
| Participant deferral / active EE | $4,534 | $3,311+36.9% | $5,630-19.5% | $4,274+6.1% |
| Admin fee / account holder | $3,354 | $6,724-50.1% | $16,006-79.0% | $7,775-56.9% |