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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 | $130,758 | $103,393+26.5% | $87,103+50.1% | $152,909-14.5% |
| Participation rate | 69.6% | 79.4%-9.8pp | 76.9%-7.3pp | 82.5%-12.9pp |
| Annual return | 17.53% | 28.10%-10.6pp | 28.19%-10.7pp | 345.46%-327.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,675 | $4,778-2.2% | $4,049+15.5% | $5,851-20.1% |
| Admin fee / account holder | $1,195 | $12,195-90.2% | $7,491-84.1% | $11,601-89.7% |