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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 | $122,239 | $97,125+25.9% | $86,233+41.8% | $137,256-10.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 15.98% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,446 | $5,180+24.5% | $4,559+41.4% | $6,407+0.6% |
| Admin fee / account holder | $1,434 | $9,725-85.3% | $8,342-82.8% | $12,270-88.3% |