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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 | $121,448 | $49,976+143.0% | $66,674+82.2% | $82,637+47.0% |
| Participation rate | 59.4% | 63.1%-3.7pp | 73.7%-14.3pp | 68.1%-8.7pp |
| Annual return | 18.55% | 39.09%-20.5pp | 321.24%-302.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,155 | $2,847+10.8% | $4,084-22.8% | $4,126-23.5% |
| Admin fee / account holder | $674 | $4,594-85.3% | $5,098-86.8% | $7,339-90.8% |