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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 | $127,798 | $68,681+86.1% | $86,625+47.5% | $85,851+48.9% |
| Participation rate | 56.9% | 66.4%-9.4pp | 71.6%-14.7pp | 69.3%-12.4pp |
| Annual return | 13.26% | 20.12%-6.9pp | 63.52%-50.3pp | 318.63%-305.4pp |
| Employer contribution / active EE | $130 | $1,880-93.1% | $2,496-94.8% | $2,565-94.9% |
| Participant deferral / active EE | $2,912 | $2,919-0.3% | $3,700-21.3% | $3,952-26.3% |
| Admin fee / account holder | $4,101 | $5,974-31.4% | $5,830-29.7% | $6,261-34.5% |