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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 | $138,086 | $117,846+17.2% | $102,434+34.8% | $145,884-5.3% |
| Participation rate | 31.8% | 78.6%-46.8pp | 76.5%-44.7pp | 80.3%-48.5pp |
| Annual return | 21.27% | 31.90%-10.6pp | 29.46%-8.2pp | 551.85%-530.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,411 | $5,733-40.5% | $5,055-32.5% | $6,690-49.0% |
| Admin fee / account holder | $2,826 | $13,356-78.8% | $9,462-70.1% | $13,392-78.9% |