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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 | $104,531 | $106,749-2.1% | $145,433-28.1% | $82,448+26.8% |
| Participation rate | 52.4% | 75.6%-23.3pp | 82.1%-29.7pp | 68.1%-15.7pp |
| Annual return | 32.35% | 27.59%+4.8pp | 66.58%-34.2pp | 41.64%-9.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,615 | $6,519+16.8% | $7,897-3.6% | $4,139+84.0% |
| Admin fee / account holder | $4,222 | $8,390-49.7% | $13,129-67.8% | $7,234-41.6% |