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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 | $127,031 | $91,037+39.5% | $71,671+77.2% | $147,586-13.9% |
| Participation rate | 47.4% | 76.1%-28.8pp | 68.7%-21.4pp | 82.8%-35.5pp |
| Annual return | 13.72% | 20.48%-6.8pp | 20.65%-6.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,011 | $4,498-33.1% | $3,438-12.4% | $5,439-44.6% |
| Admin fee / account holder | $12,942 | $8,613+50.3% | $5,558+132.8% | $10,886+18.9% |