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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 | $135,476 | $85,766+58.0% | $136,298-0.6% | $70,126+93.2% |
| Participation rate | 60.8% | 74.2%-13.4pp | 81.9%-21.2pp | 69.5%-8.8pp |
| Annual return | 16.77% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $203 | $2,966-93.2% | $4,696-95.7% | $2,343-91.3% |
| Participant deferral / active EE | $4,053 | $5,051-19.8% | $6,247-35.1% | $3,332+21.6% |
| Admin fee / account holder | $13,243 | $5,421+144.3% | $9,244+43.3% | $4,645+185.1% |