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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 | $107,845 | $77,449+39.2% | $69,483+55.2% | $152,909-29.5% |
| Participation rate | 54.2% | 78.1%-23.9pp | 74.6%-20.4pp | 82.5%-28.3pp |
| Annual return | 25.13% | 39.09%-14.0pp | 28.99%-3.9pp | 345.46%-320.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,526 | $4,415-20.1% | $3,537-0.3% | $5,851-39.7% |
| Admin fee / account holder | $18,385 | $6,210+196.0% | $3,841+378.7% | $11,601+58.5% |