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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 | $121,992 | $50,554+141.3% | $67,681+80.2% | $87,485+39.4% |
| Participation rate | 61.7% | 67.7%-6.0pp | 73.7%-12.0pp | 68.9%-7.2pp |
| Annual return | 11.91% | 17.81%-5.9pp | 590.58%-578.7pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,201 | $2,961+41.9% | $3,976+5.7% | $4,274-1.7% |
| Admin fee / account holder | $12,827 | $4,132+210.4% | $6,100+110.3% | $7,775+65.0% |