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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 | $114,443 | $98,766+15.9% | $149,730-23.6% | $79,852+43.3% |
| Participation rate | 34.2% | 75.8%-41.5pp | 82.5%-48.2pp | 69.6%-35.4pp |
| Annual return | 19.21% | 27.43%-8.2pp | 276.70%-257.5pp | 31.72%-12.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,463 | $5,681-56.6% | $6,843-64.0% | $3,740-34.2% |
| Admin fee / account holder | $3,869 | $6,052-36.1% | $9,310-58.4% | $5,306-27.1% |