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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 | $108,977 | $98,240+10.9% | $82,312+32.4% | $147,586-26.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 12.31% | 30.85%-18.5pp | 25.88%-13.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,359 | $4,383-69.0% | $3,706-63.3% | $5,439-75.0% |
| Admin fee / account holder | $5,620 | $8,563-34.4% | $5,608+0.2% | $10,886-48.4% |