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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 | $159,698 | $91,559+74.4% | $133,978+19.2% | $79,856+100.0% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.6%-3.6pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.10%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $361 | $2,384-84.8% | $3,919-90.8% | $2,471-85.4% |
| Participant deferral / active EE | $2,410 | $3,734-35.4% | $5,047-52.2% | $3,741-35.6% |
| Admin fee / account holder | $4,739 | $6,321-25.0% | $8,930-46.9% | $5,306-10.7% |