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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 | $123,436 | $61,755+99.9% | $97,161+27.0% | $80,911+52.6% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.7%-26.0pp | 67.6%-21.0pp |
| Annual return | 13.94% | -557.90%+571.8pp | 75.36%-61.4pp | 35.63%-21.7pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,206 | $3,026+39.0% | $4,265-1.4% | $4,297-2.1% |
| Admin fee / account holder | $16,611 | $5,166+221.5% | $5,647+194.1% | $6,935+139.5% |